David Farbman

David Farbman launched his financial services career in 1977 with Merrill Lynch in New York, later joining LF Rothschild in Boston, where he focused on institutional fixed income sales. Over the years, he developed deep expertise in fixed income markets—working with a broad spectrum of instruments including municipal bonds, corporate debt, and government securities—serving institutional investors and high-net-worth individuals alike.

With more than four decades of experience, David has held diverse roles across the industry, blending his fixed income acumen with comprehensive wealth management services. He holds FINRA Series 7, 63, and 66 licenses.

Most recently, he served as a Partner at Chestnut Hill Wealth Management and as an advisor with Cantella, now affiliated with Cambridge Investment Research, Inc., where he continues to provide clients with customized investment strategies.

David is deeply committed to giving back to the community and has dedicated significant time to volunteering with Boston Cares, a leading nonprofit focused on social impact through civic engagement. Outside of work, he enjoys staying active and adventurous—whether traveling, playing tennis, or spending time on the golf course.