With more than 30 years of experience in the financial services industry, David has worked for several prominent firms, including Prudential Securities and AG Edwards. He passed the Series 7, 9, 10, 63 and 66 securities exams. He has also completed the Accredited Wealth Management program (AWM), a professional designation specifically focused on areas of estate and trust planning services, insurance solutions and advanced investment strategies. David is a member of the RBC Wealth Management Consulting Group, a group committed to a consultative-based investment practice.
David resides in Newton with his wife, Gail. He is a firm believer in community Involvement and is the most recent past president and current board member at the Jewish Family services of Metro West. In his spare time, David can be found reading, trying out a new recipe or riding his Peloton.