1. David A. Locher
121 Old York Road New Hope, Pa. 18938
610-742-8475 (cell)
email:dalocher@aol.com
PROFILE
Hard working, disciplined, analytical problem solving skills, results -focused advisor always
striving to exceed client goals and expectations. Effective working alone or in the coordination
of a staff to accomplish problem solving and planning activities. Well developed in both the
written and articulated word to motivate and manage others. Persuasive and successful at
engendering trust and confidence among clients and co-workers/employees. Hands on attitude
regarding all facets of a process from inception to implementation.
PROFESSIONAL EXPERIENCE
CMS Wealth Management Wayne, Pa 2010 - Present
Director of Research and Alternative Investments, Investment Advisor
Responsible for the equity research of equities, REITs, Options, Limited Partnerships and
Structured Products for a firm overseeing roughly $250 million in assets. Serve on the firms’
Investment Committee
 Worked along with area Investment Consultants conducting prospect meetings and on-boarded
over $50 million in assets over the past three years .
 Responsible for managing or co-managing four of the seven investment modules in use
by the firm to further institutionalize the investment process, enabling scalable growth
of assets under management.
 Oversee relationships with approximately 60 personal clients.
White Manor Country Club Malvern, Pa. 2002 - 2010
Outside Operations Manager
Initiated the position in the direction and oversight of golf staff and associated persons in the
daily operation of one of the premier golf facilities in the region. Coordinated member play as
well as staging events of a local, regional and national nature. Developed, through training and
recruitment, a competent caddie program to the point where usage approached 35 percent of
rounds played compared to a previous history of roughly 5 percent.
 Interacted with both members and their guests to create a seamless experience during
their enjoyment of the club while overseeing a staff as well as outside contractors
 Revamped previous logistics to improve efficiencies in both staffing and presentation.
 Oversaw PGA section and qualifying events, as well as the national AJGA championship.

2. Chester Valley Golf Club Malvern, Pa. 1992-2002
Outside Operations Manager
Oversight of all non Pro Shop golf-related functions of daily member, guest and outside events
play. Responsible for accommodating all in a professional and even-handed manner instilling
respect for the position.
 Managed roughly 25 staff and outside contractors in daily preparations.
 Established “Make It a Great Day” as the mantra for myself and other staff with a goal of
always exceeding expectations.
 Coordinated pro-am logistics for national events such as the Tylenol Classic (1990-91)
and the Senior PGA Bell Atlantic Classic (1992-1997)
 Developed new equipment storage system and event planning process which reduced
staff payroll with improved presentation to members.
Springhaven Club Wallingford, Pa. 1989-1992
Outside Services Manager
Initiated the position resulting in raising the level and standard of accommodation to members
and their guests. Responsible to unify oversight of all golf-related facility assets.
 Organized staff to enhance the daily experience and professionalism within the facility.
 Took a formerly pedestrian club to a reputation of high regard among peers in the area.
 Personified the ‘full service’ attitude by working 60-70 hours weekly during the initial
transition period until standards were established and effected properly.
Elkins, Stroud, Suplee and Company Phila. Pa. ( later Prudential Bache) 1980-1983
Operations, Trading and Registered Representative
Began in operations in college co-op program and later hired full time. Progressed from
operations to trading, later becoming licensed (Series 7 and 63) as a registered representative. .
 Led firm in new accounts 1982 and 1983.
 Solicited individuals and businesses to successfully build a clientele.
 Gave presentations to firm associates on the uses and risks of traded options.
EDUCATION AND CERTIFICATIONS
B.S Finance Drexel University (1987)
Series 65 Registered Investment Advisor
PERSONAL
Hobbies include golf, running, bowling, music, general fitness.
Active husband as well as father/stepfather to six.