David Bard

David Bard, CRPS, AIF

Regional Vice President, Sales & Consulting
David Bard

Mobile: 716.445.4518

David has been proactively delivering timely and effective guidance to retirement plan fiduciaries and their committees for over twenty years. He is a dedicated and specialized retirement plan expert with a wealth of knowledge on retirement plan design, compliance, communications, recordkeepers, investments, and industry best practices and trends.

In his current role as a Regional Vice President of Sales and Consulting at EGPS, he thoughtfully collaborates with advisors, CPAs, and attorneys to provide exemplary service coupled with highly tailored and unique retirement plan solutions. David believes that high quality service begins with understanding a client’s needs and being accessible when things inevitably arise or change.

A graduate of Hobart College, David has earned the Accredited Investment Fiduciary (AIF) and the Chartered Retirement Plan Specialist (CRPS) designations. He is also currently pursuing the Qualified 401(k) Specialist (QKS) designation.

Originally from Westchester, NY, David now resides in Buffalo, NY, where he enjoys spending time with his two grown kids, Jake and Lauren, his friends, and his beagle, Max. He also serves as the Treasurer of the Buffalo Club Foundation, is an avid squash player and golfer, and endures being a passionate Buffalo sports fan.