Background
Dave is a Senior Vice President – Financial Advisor with RBC Wealth Management with over 40yrs of experience. Prior to joining RBC Wealth Management in 1991, he spent ten years with the investment firm of Blunt Ellis & Loew. At Loewi, he served as branch manager of that firms Racine and Lake Geneva offices. Dave is a former Chairman of the Board of the Boys & Girls Clubs of Greater Milwaukee where he has served as a trustee for over 20 years. Previously, Dave served on the boards of the Marcus Center for the Performing Arts, The Milwaukee Shakespeare Company, The Milwaukee Repertory Theater, the Public Policy Forum, the Milwaukee Institute of Art and Design, and the Wisconsin Aids Fund, as well as co-chairing the Miller Lite Ride for the Arts to benefit the United Performing Arts Fund. When he isn’t involved in business or community activities, Dave enjoys sailing, skiing, hunting, golfing, reading, and traveling with his family.
Education & Designations
In 2004 completed the Accredited Wealth Manager program.
Team Role
Dave leads the teams focus on Wealth Management Services for high net worth clients.