Dave Albaneze - BDO Jacksonville

Dave T. Albaneze

Wealth Advisory National Leader

CFA

BDO Jacksonville

904-394-0838

vCard

Executive Summary

Dave Albaneze is the National Leader for BDO Wealth Advisors, LLC., which provides clients with wealth management services including financial planning, investment management, and estate planning. Prior to joining BDO, he was the Managing Member and Chief Investment Officer (CIO) for LBA Wealth Management, LLC. He also served as President and CIO of St. Johns Investment Management Inc., a Registered Investment Adviser (RIA) and a wholly-owned subsidiary of Compass/BBVA.
 
Dave earned the Chartered Financial Analyst® (CFA) designation in 1996. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
  
Dave served in the U.S. Air Force from 1970 to 1972 and in the Massachusetts Air National Guard from 1972 to 1978.

Professional Affiliations

Chartered Financial Analyst (CFA) Institute
CFA Society Jacksonville 

Education

B.S., Psychology, University of Massachusetts Amherst

Community Involvement

Deerwood Country Club, Board of Directors
Jacksonville Public Library Foundation
Sawgrass Country Club, Finance Committee