Dave works alongside clients to align their portfolios with their objectives. He handles portfolio and product research and analysis, as well as the implementation of our financial planning software for clients. He works with the team to resolve complex client service requests and provide clear simple answers for our clients.
Dave graduated from SUNY Oneonta with a B.S. in Business Economics and Finance and worked in New York City. With more than seven years in the financial services industry, he takes immense pride in going above and beyond for clients, and draws on his experience from time working in commercial lending, banks and the wirehouse channel. Dave is a registered field assistant with Kestra Investment Services, LLC and does not offer securities or investment advisory services.
A sports car and motorcycle enthusiast, Dave and his wife take in a few races each year. On the weekends you can find Dave working around the house on a DIY project or in the garage. He enjoys spending time with friends and family, especially his two young godchildren.