David Matuszak

David Matuszak

Executive VP, Senior Wealth Advisor

David moved to Pathlight Investors after successfully founding his own independent investment advisory firm. He believes that an inviting work environment which fosters open communication, accessibility, integrity and excellence leads to a superior experience for clients. For over 20 years, and prior to joining Pathlight, David worked independently in the Investment Advisory business, and was founder and Principal of DJM Wealth Strategies, an investment advisory firm focused on managing assets for high net worth individuals, trusts and pension plans. His career started at Putnam Investments in Boston and from there he moved to Naples, Florida to work as a credit analyst for 1st National Bank of Naples, an independent bank. David graduated from Syracuse University, where he received a bachelor’s degree in Economics. Since moving to the valley he has been active in the community supporting youth lacrosse programs as well as Junior Achievement, a program that educates and inspires young people to understand business and economics to improve the quality of their lives.

David Matuszak's recent articles

Getting Ready for the…

Dec 09, 2015 | David Matuszak

Pathlight Investors Executive Vice President, Dave Matuszak, discusses the upcoming…

Post-IPO Alibaba Review

Dec 09, 2015 | David Matuszak

Pathlight Investors Executive Vice President, Dave Matuszak, looks back at…