David has 28 years of financial advisory experience. Prior to joining RBC Wealth Management, he worked at Hambrecht & Quist, Robertson Stephens and Bear Stearns, and Morgan Stanley. He has passed the Series 7, 31, 63 and 65 exams and holds his insurance licenses.
David also has the Certified Investment Management Analyst® (CIMA®) and Chartered Private Wealth Advisor® (CPWA®) certifications and is a member of the Investment & Wealth InstituteTM.
David is a board member of the New England Exit Planning Exchange and a member of the Board of Overseers at the Boch Center in Boston. He is very active with his alma mater, Plymouth State University, where he is a founding member of the Panther Business Club and the Panther Gridiron Club. David also sits on the President’s Council and Professional Sales Program Advisory Board.
Born and raised in Dover-Foxcroft and Dexter, Maine, David graduated from Plymouth State University in 1985 with a Bachelor of Science degree. He resides in Wayland, Massachusetts with his children Travis, Lillian and Olivia. David has been very active in youth sports in Wayland over the years coaching various sport teams and was a former board member of the Wayland Weston Pop Warner and the Wayland Hockey Association.
David’s hobbies include golfing, skiing, biking, hunting, fishing and coaching.