David T. Albaneze, CFA

Chief Investment Strategist
LBA Wealth Management, LLC

Phone: (904) 394-0838 | Email: DAlbaneze@LBAWealth.com

As Chief Investment Strategist for LBA Wealth Management, Dave is responsible for the development of the firm’s investment strategies. He has over 25 years of experience in the investment industry beginning as a broker and forming one of the nation’s first “fee only” investment firms in 1986. He merged St. Johns Investment Management with a regional bank in 2002. He continued on as CEO and CIO operating as a wholly owned subsidiary before launching LBA Wealth Management in 2008.

Dave is a Chartered Financial Analyst and is a member of the Chartered Financial Analyst Institute and the Jacksonville Financial Analysts Society. He received his bachelor’s degree from the University of Massachusetts.

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