Glenn Cunningham is Cunningham Wealth Management’s founder and President. Glenn specializes in providing retirement, estate, and tax planning to both individuals and businesses. He founded our sister accounting firm, Cunningham & Associates, in 1992 and founded Cunningham Wealth Management in 2010. Prior to founding Cunningham & Associates, Glenn served nine years with the Cleveland office of Price Waterhouse, specializing in tax and business consulting services for middle market clients. He also worked for a local accounting firm in Beachwood, Ohio for two years. Glenn earned a Bachelor of Science in Accounting from The University of Akron. Glenn’s professional and other affiliations include the American Institute of Certified Public Accountants (member), Ohio Society of Certified Public Accountants (member), Voss Aerospace, Cleveland (Director), American Roll Formed Products, Painesville (Director and Chairman of the Board), Bellevue United Selective Fund (Trustee), Kraak Charitable Foundation (Trustee), Robert Birr Scholarship Foundation (Trustee).
David Petre is an Investment Advisor Representative and the Chief Compliance Officer of Cunningham Wealth Management as well as a CPA for Cunningham & Associates. Originally from North Olmstead, Ohio, he graduated from Baldwin-Wallace College with a bachelor’s degree in finance and has over 20 years of experience in both accounting and financial services. Dave joined our firm in early 2020 working out of our Bellevue office and has since excelled at providing a streamlined, user-friendly advising experience for our clients while ensuring compliance with local, state and federal regulations. In his spare time, Dave enjoys spending time with his wife and two stepchildren, playing his lifelong sport of hockey, and exploring his newfound hobby of hiking around Ohio’s beautiful State and County Parks.