David is a senior financial advisor that specializes in wealth management, estate planning and insurance planning for professionals, executives, successful business owners and retirees. His approach incorporates a comprehensive planning process in order to advise clients in making well informed decisions that are consistent with their long-term objectives.
David’s background spans over several decades including serving as a Managing Director at Stifel Nicolaus as well as a Vice President at Goldman Sachs in the companies’ respective Institutional Equity departments. His educational background includes a Masters of Business Administration with concentrations in Accounting and Finance from the University of Chicago Booth School of Business as well as a Bachelor of Arts with a major in Economics from the University of Rochester.