 Jeremy S. David, Esq.
Vice President
Eastern Investment Advisors
Jeremy S. David is responsible for managing a seasoned portfolio of client accounts in Boston and Southeastern Massachusetts. Mr. David advises individuals, trusts, institutions and foundations in the areas of investment management, tax and estate planning and retirement planning. Mr. David is also a Team Leader and a member of the bank's Trust Administration Committee.
Professional Experience
Mr. David joined Eastern Investment Advisors in 2005. Before joining Eastern, he worked at Sovereign Bank for many years as a portfolio manager on the South Shore. Previously, he was an investment manager with AXA Advisors and, prior to that, Mr. David was engaged in the private practice of law, concentrating in estate planning, probate, and taxation.
Education
Mr. David holds a Bachelor of Arts degree in Political Science and French from Franklin & Marshall College and a Juris Doctorate from Suffolk University Law School, where he graduated cum laude and served as a writer and editor of the Suffolk University Law Review. He is a member of the Massachusetts Bar.
Mr. David is a member of the Boston Estate Planning Council and the Massachusetts Bankers' Association Trust Executive Committee and Trust Counsel Committee. He is also an elected member of the Finance Committees for the town of Easton and the Massachusetts Municipal Association of Town Finance Committees.
Mr. David can be reached at 617-897-1170.
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