FRATARCANGELI 
WEALTH MANAGEMENT

CONNECT

Address:

Phone:

248-385-5050 or 866-732-2655

Fax/Other:

248-885-8505

David Tutak

David Tutak

Business Analyst, Client Relationship Manager

David joined the Fratarcangeli Wealth Management Group in the summer of 2018 as one of our top interns. He recently graduated with honors from Oakland University with a Bachelor’s of Science in Finance and a Minor in Business Economics. David serves as a Client Relationship Manager and Business Analyst on the team, handling investment planning, client portfolio analysis, and prospective business development. He is currently licensed in the Life, Accident and Health series while he is also pursuing his securities licensing in series 7, 66, and preparing for the Chartered Financial Analyst Level 1 Exam.

During his time at Oakland University David was a member of The Society for Applied Investing and Financial Education, where he developed financial and investing intelligence through multifaceted investment platforms and philanthropic opportunities. He also joined The Financial Management Association where he expanded his knowledge in investment education, and client relationship outreach cultivation. Prior to joining the internship program at Fratarcangeli Wealth Management David completed a Financial Representative Intern position with Northwestern Mutual. Through this program he gained the insight to complete full analysis of client portfolios, and developed strict discipline attributes in time management.

In his free time he dedicates an hour every day after work to the gym, and occasionally plays tennis to stay committed to his healthy lifestyle. On the weekend you will find him spending time with family and friends on Lake St. Claire or in the metro Detroit area.

Phone 248-385-5050 ext. 5052
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