A son of an accomplished veteran banker, David knew at an early age that he wanted to pursue a career in the financial services industry. His father was a consummate professional and led by example. This early encouragement, coupled with the solid leadership lessons David gained as an officer in the United States Navy, helped him to establish his current professional calling. David believes he makes a difference in a client’s life when he recommends and helps implement financial strategies that assist his clients in working toward their goals.
David has followed his intuition, transitioning from his military career to a successful career as a financial advisor and then on to management.
As Market Leader for U.S. Bank Private Wealth Management, David leads professionals who specialize in Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. His knowledge and experience in asset management, private banking, trust services and other wealth management disciplines have been honed in a variety of leadership positions in the financial profession.
David began his career with Ernst & Young as a staff accountant before moving to KeyBank’s Private Banking group in Cleveland. He enlisted in the U.S. Navy and spent eight years in active duty as a lieutenant, naval flight officer. He moved to Atlanta in 2004 and held positions of increasing responsibility for SunTrust, Morgan Keegan & Company and the Caffey Investment Group. His roles have included extensive collaboration with business partners, sales management and training, and direct investment sales. Most recently, he was the Director of Wealth Management for USAA Wealth Management.
David lives by the core values of honor, courage and commitment that were forged and fully adopted during his eight year tenure as a United States Flight Officer flying the carrier based F-14 Grumman Tomcat.
Education and community involvement
David graduated from Indiana University with a Bachelor of Business Administration degree. He holds the designations of Certified Public Accountant and Certified Financial Planner.
David is married, with three children. He enjoys making wine and limoncello, reading, gardening and exercising. His favorite activity is spending time with his family.
David Campanella, Market Leader, Cleveland and Columbus
216.623.9307 | firstname.lastname@example.org