About our team

Education and experience
Bachelor of Business Administration degree from Siena College in Accounting/Economics
Past holder of the CPA designation
Serving customers since 1984
Experience with Service Award Programs since 1990
Exams/Licenses
Series 7: General Securities Representative
Series 63: Uniform State Securities Agent
Series 65: Investment Advisor Representative
Series 3: Commodities
Life Insurance and Annuities
Qualifications
Dave is a member of the RBC Senior Portfolio manager Group, an exclusive group of Financial Advisors recognized for their success in building fee-based discretionary portfolio management practices. Dave has been managing Length of Service Award Program assets since 1990. Dave’s experience lies in Fixed Income and Mutual Funds and ETFs.

Dave has recently been named to the RBC President’s Council recognizing employees for outstanding performance, professional growth and demonstrating leadership in client service. 

Personal
Dave works hard at maintaining a balance between business, family and varied leisure activities. He spends his time between New York, Florida and the coast of Maine with his wife Nancy. They have two grown children, Zachary and Kathryn. When not servicing customers, Dave enjoys being with his family and traveling, especially in Europe. He has hiked the Grand Canyon twice and enjoys physical activities, including golf, hiking, biking and motorcycle riding. He plays vintage guitars and is learning to play the piano.