David Phelps, CPA, CFP®

Portfolio Manager

Bentley University, BS; University of Maine, MBA

Certified Public Accountant; Certified Financial Planner; American Institute of Certified Public Accountants

David joined Spinnaker Trust with a passion for helping people understand the complexities and nuances within the various investment and financial planning strategies available to them. Prior to joining Spinnaker Trust, David worked as a Senior Tax Accountant for a local public accounting firm focusing on closely held businesses and their owners. Most recently, David worked as a Project Finance Analyst for a renewable energy developer responsible for the structuring and financial modeling of tax equity investments. David is dedicated to working with individuals to achieve their financial goals.

David lives in the Greater Portland area and enjoys all that Maine has to offer. When he is not working you can find him at the driving range or on the golf course, finding the best pizza in Portland, or hiking the New England 4,000 footers.