Arabella Wealth Advisors

Specialties

David W. Treichler, CFP™, CLU, is the Portfolio Manager for Arabella Wealth Advisors. In this role, Treichler provides investment management solutions to high net worth and institutional clients. Treichler brings regional investment experience and strong knowledge of the both the retail and institutional markets. He specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach.

Treichler as Vice President and Senior Portfolio Manager for the M & T Investment Group in Syracuse, NY managed over 160 million in client assets and 200 relationships. Prior to being Senior Portfolio Manager, he was the Regional Wholesaler for the MTB Group of Funds and Portfolio Architect supporting New York State and Northeast PA. His other experience includes investment positions with Smith Barney and Northwestern Mutual…