For more than 25 years, David has dedicated his career to assisting his clients in achieving financial success. David joined RBC Wealth Management in July 2017. Prior to that, he worked at Janney Montgomery as a first vice president – financial advisor in the Allentown branch office, as a wealth management advisor with Merrill Lynch, and as a senior financial advisor with American Express Financial Advisors.
David specializes in comprehensive wealth management and investment management, and consulting for families, corporate executives, business-owners, and non-profits and endowments. He works with successful families and institutions to help them plan for and manage intergenerational wealth.
After earning his Bachelor of Arts degree from Boston University, summa cum laude, Phi Beta Kappa, David furthered his education by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of the University of Pennsylvania. He is also Certified in Long-Term Care (CLTC). David has been a member of various industry organizations such as the Financial Planning Association, Estate Planning Council of the Lehigh Valley, Society of Financial Services Professionals, and the Investment Management Consultants Association.
Outside of the office, David is an active member of his community. He is a past board member of the St. Thomas More School in Allentown and has served as past president of the Lehigh Valley Chapter of Legatus, an international organization of Catholic CEOs and senior executives. David has been active in Rotary International and has served as the chair of the Foundation Committee for the Allentown-West Rotary Club. David has also served as treasurer of the Catholic Foundation of Eastern Pennsylvania. David enjoys skiing, golf, and traveling with his wife, Alyson, and their two sons.