With more than 20 years of experience in the financial services industry, David has worked for several prominent firms, including Prudential Securities and AG Edwards. Currently, he has passed the Series 7, 9, 10, 63 and 66 exams. He has also completed the Accredited Wealth Management program (AWM), a professional designation specifically focused on areas of estate and trust planning, 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; mentoring entrepreneurial students at Brandeis University, and serving as a past president and active board member for the Jewish Family services of Metro West. In his spare time David can be found on the Cape, reading, and sipping scotch.