Since 1994, 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 Scott as a First Vice President – Financial Advisor, and as a Wealth Management Advisor with Merrill Lynch, and as a Senior Financial Advisor with American Express Financial Advisors.
David focuses on customized wealth management and investment management, and consulting for successful families, corporate executives, business-owners, and entrepreneurs. He is passionate about helping clients 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. 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 has served as a board member of both the Philadelphia and Lehigh Valley Chapters of Legatus, an international organization of Catholic CEOs and executives. David has served on the audit and finance committee of the Catholic Leadership Institute in Malvern, Pennsylvania, and was a past board member of the Catholic Foundation of Eastern Pennsylvania. David enjoys golf, fly fishing, and traveling with his wife, Alyson, and their two dogs, to visit their two sons.