David Borden

David A. Borden is the Managing Partner of CCR Wealth Management, LLC. He earned a Bachelor of Science degree in Finance and Marketing from the University of Maryland. David’s prior experience includes six years as an advisor with Morgan Stanley in Washington, DC where he worked closely with both individual families and money management firms. He also has experience as a financial analyst with Freddie Mac working on a team that priced new issue bonds to the market.

Joining CCR Wealth Management, LLC in 2000, David has led the firm to grow from a two person start up to a full service wealth advisory team. Assets under management have grown from $20 million to over $800 million since he became principal. As well as leading the team, David serves as a trusted advisor to high net worth clients by integrating all aspects of their finances including financial planning, investment management, estate planning, retirement plans and insurance strategies.

David is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations, and life and health insurance licenses. David is active in many non-profits including the Museum of Fine Arts in Boston and the Jewish Vocational Service. In his spare time, David enjoys traveling, sports, and spending time with his wife and two young daughters.