Dave leads the management of Green & Henwood’s fixed income portfolios and is responsible for the selection and ongoing evaluation of individual bonds. He brings a disciplined, relative-value approach to fixed income investing, with an emphasis on diversification, credit quality and each client’s individual tax situation.
Dave also serves as a primary advisor to clients, helping individuals and families develop personalized wealth plans and make important financial decisions throughout different stages of life. He believes investment decisions are most effective when they begin with a clear understanding of each client’s goals, priorities and long-term financial plan.
Dave has worked in financial services since 1994 and joined RBC Wealth Management in 1999. He has managed our team’s fixed income investments since 2003 and earned the Chartered Financial Analyst® (CFA®) designation in 2005.
Dave earned a Master of Business Administration with concentrations in finance, security analysis and entrepreneurship and a Bachelor of Science in Business Administration in finance from the University of Florida.
Dave lives in St. Petersburg with his wife, Darlene, and their two daughters. Outside the office he enjoys spending time with family, playing volleyball, snowboarding, wakesurfing, boating and traveling.
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