Over the past three decades David has been working closely with individuals and multiple generations of families, helping them ask and answer important questions about the direction and scope of their wealth.
A hallmark of his approach is the level of service and dedication he provides. In addition to his technical insight, accountability, and perspective, David brings empathy and humility to each relationship.
His disciplined approach begins with a conversation, helping clients identify and prioritize which goals matter most. Whether it’s creating an income stream throughout retirement, managing downside risks to a portfolio accumulated over a lifetime, college funding for children or grandchildren, or transferring wealth to the next generation, he is committed to understanding clients needs and developing customized strategies tailored to their requirements. This approach, David believes is why he has become the “first call” for many clients when matters of wealth, health, and family are primary concerns.
David earned a bachelor’s degree in finance from St. Bonaventure University where he was honored with the Austin Finon award in excellence in finance. He also spent a semester studying economics at Oxford University in England. While at St. Bonaventure played NCAA lacrosse and was one of the captains in his senior year. He also holds the Certified Plan Fiduciary CPFA designation.
David and his wife Karen reside in Connecticut with their daughter and son. They are active in the autism community. In his spare time, David enjoys playing tennis and surfing.
