David Eltringham

David Eltringham

Followers of David Eltringham2000 followers
location of David EltringhamCincinnati, Ohio, United States

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  • Timeline

  • About me

    Sr. Wealth Advisor & Principal at Benchmark Wealth Management

  • Education

    • Pennsylvania State University

      1978 - 1983
      BA General Arts and Sciences Business and Marketing

      Activities and Societies: Soccer

  • Experience

    • PNC

      Oct 1998 - Aug 2002

      As the Private Client Managing Director, David was responsible for the sound and profitable growth of PNC’s wealth management division in Central PA. His primary focus included Sales Management and the delivery of traditional private banking services within risk tolerance for Harrisburg, York, Lancaster and State College markets. As a Client Advisor, David exclusively marketed to and prospected high net worth individuals (investments in excess of $1.0 million) professional practices, senior executives and not-for-profit organizations selling private client and investment services.

      • Senior Vice President, Private Client Managing Director

        Apr 2000 - Aug 2002
      • Vice President, Client Advisor

        Oct 1998 - Apr 2000
    • Fifth Third Private Bank

      Jan 2002 - Oct 2016
      Sr. Wealth Management Advisor

      As a Wealth Management Advisor, David led a team of professionals providing holistic wealth advice for ultra high net worth clients. Effectively, he served as personal CFO for clients and their family, coordinating the internal team at the Private Bank and any other external advisors.

    • Wealthquest

      Jan 2017 - Jul 2018
      Sr. Wealth Management Advisor

      David focused on serving high-net-worth clientele as a Sr. Wealth management Advisor. He provided comprehensive wealth solutions to his clientele and helped them to achieve their short and long-term objectives.

    • Benchmark Wealth Management

      Jul 2018 - now
      Managing Director, Sr. Wealth Advisor

      As the Cincinnati practice leader and Managing Director at Benchmark, David specializes in caring for business owners, corporate executives, and professional athletes. Over his career, he has implemented comprehensive wealth strategies for his clients that have allowed them to simplify their financial complexity, achieve their goals, and build lasting legacies.benchmark-wealth.com

  • Licenses & Certifications

    • National Mortgage Licensing System (NMLS) Registration

      NMLS
    • Series 66: Uniform Combined State Law

      Financial Industry Regulatory Authority (FINRA)
    • Life, Accident and Health Licenses

      Ohio Department of Insurance
  • Honors & Awards

    • Awarded to David Eltringham
      President's Circle 2012 Fifth Third Bank Awarded to President's Circle as a top producing Wealth Management Advisor
    • Awarded to David Eltringham
      President's Circle 2013 Fifth Third Bank Awarded to President's Circle as a top producing Wealth Management Advisor
    • Awarded to David Eltringham
      President's Circle 2014 Fifth Third Bank Awarded to President's Circle as a top producing Wealth Management Advisor
    • Awarded to David Eltringham
      President's Circle 2015 Fifth Third Bank Awarded to President's Circle as a top producing Wealth Management Advisor
  • Volunteer Experience

    • Friends of CCM Board Member

      Issued by University of Cincinnati
      University of CincinnatiAssociated with David Eltringham
    • Mission Trip Co-Leader

      Issued by Back2Back Ministries
      Back2Back MinistriesAssociated with David Eltringham
    • Smart Money Workshop Instructor

      Issued by CityLink Center
      CityLink CenterAssociated with David Eltringham
    • Tocqueville Society Member

      Issued by United Way of Greater Cincinnati
      United Way of Greater CincinnatiAssociated with David Eltringham
    • Board Member

      Issued by Stepping Stones Cincinnati on Jan 2016
      Stepping Stones CincinnatiAssociated with David Eltringham