David’s diverse roster of credit union clients has given him the experience and expertise to understand the challenges facing the industry today. He has more than 25 years of dedicated experience with institutional investors, starting in 1992. David joined RBC Wealth Management after a career of successes with other financial service companies, including UBS Financial Services, Morgan Stanley, Smith Barney, Gibraltar Securities and HYM Financial Incorporated. He is a graduate from Kean College with a bachelor’s degree in finance. Currently, he holds Series 7 and 63 securities licenses. David resides in Madison, New Jersey, with his wife and three sons. When not in the office, you can find him coaching little league, enjoying a round of golf or playing paddle ball.