David Little, CFP®, CPWA®, CEPA®

David Little joined RBC Rochdale in 2016 and has over 25 years of investment experience. He is responsible for business development in Delaware, Pennsylvania, and New Jersey where he fosters relationships with financial advisors, CPAs, attorneys, and their high-net-worth clients who may benefit from RBC Rochdale’s investment management services.

Prior to joining the firm, Mr. Little spent 16 years at Lockwood Advisors, a subsidiary of The Bank of New York Mellon, in various roles, most recently serving as Senior Client Portfolio Manager. In this role, Mr. Little was responsible for collaborating with and providing independent Advisors, CPAs and broker-dealers with customized investment solutions, portfolio construction guidance, and case-specific analysis to both clients and prospects. Prior to that, Mr. Little held investment consultant and relationship roles at A.G. Edwards & Sons and The Vanguard Group, Vanguard Brokerage Services.

Mr. Little earned his B.A. from Bloomsburg University of Pennsylvania, where he played baseball, mentors current student-athletes, and recently established a scholarship for a teammate who lost his battle with cancer: Team Little / Husky Strong Honors Todd Hitz Baseball Scholarship. He completed The College for Financial Planning Professional Education, Yale School of Management, and the Exit Planning Institute Programs and is a CFP®, CPWA®, and CEPA® professional.

In his spare time, he enjoys fishing and spending time outdoors. He has two daughters, one who recently graduated Villanova University with a MS in Chemistry while the other daughter is currently attending Temple University majoring in Communication Studies.