David Stone is a Research Analyst for the Sustainability Research Team with IW Financial. He collects and organizes data pertaining to Russell 3000 companies’ performance in a wide range of environmental, social, and governance (ESG) topics. David also provides statistical analysis, financial analysis, modeling and forecasting for IW Financial as needed. Prior to his employment with IW Financial, David received an M.B.A. with a concentration in Finance from Wake Forest University School of Business in 2013. He is a participant in the Chartered Financial Analyst (CFA) program and completed the Level 1 exam in 2013.
From 2008 through 2010, David was a Research Analyst for the U.S. Department of Veterans Affairs, where he examined veterans’ military service and medical information in order to support their disability compensation claims.