If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
David has been a member of the Telemus team since 2014. As the Chief Investment Officer, David formulates investment strategy and constructs portfolio model allocations for approval by the Investment Committee. David also serves as Chair of the Investment Committee and is a member of all internal research groups.
David is a graduate of the University of California, Berkeley, and brings to Telemus more than 34 years of investment management experience serving as Founder, CEO and lead portfolio manager of investment firms serving both institutional and high net worth clients.
David enjoys golf, skiing, and cycling, as well as architecture and contemporary art. He also loves to spend time with his wife, two children, and two grandchildren.
Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.
See moreThrough a deep and thoughtful exploration process with a unique team of experts, we help you define what finacial and personal achievement means.
meet the teamCopyright ©2020 Telemus Capital, LLC | Filings | Privacy | Disclosures