Ohio Catholic Federal Credit Union is proud to announce a new Private Wealth Management division offering concierge banking services to high net worth members. David Roberts has joined Ohio Catholic FCU as Chief Experience Officer and Vice President of Private Wealth Management, bringing expertise in executing two successful private banking ventures as well as 37 years of banking and wealth management. He has been an esteemed member of the North Canton community for the last 46 years.

PWM takes a holistic approach to member’s finances, utilizing information about assets, expenses, liabilities, time horizons, lifestyle, legacy goals, as well as the fluctuations in the market to make recommendations. Leveraging his expertise, David guides PWM members through the complexities of the financial landscape, helping them make informed decisions to optimize their portfolio.

David is located in our North Canton branch at 210 Applegrove Street NW and can be reached at (216) 478-0091 to verify eligibility and schedule a consultation.