David has extensive experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. He focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. The relationship aspect of his practice, however, continues to be his priority. Whether with an individual or institutional client, David has never underestimated the importance of listening to his clients and really hearing what they have to say. He strives to take a truly hands-on, personal approach with each relationship, creating an exclusive client experience.

In his over 25 years of industry experience, David has earned several professional designations. He is a Certified Private Wealth Advisor® professional and Certified Investment Management Analyst® practitioner, certifications administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business and The Wharton School at the University of Pennsylvania, respectively. David earned his Certified Portfolio Manager® designation from Columbia University and the Portfolio Management Institute. David is also a Chartered Retirement Planning Counselor^SM, a professional designation awarded by the College for Financial Planning®. This dedication to ongoing education has deepened his understanding of both the challenges and opportunities facing his exclusive group of clients, and has prepared him with the expertise to address their most complex financial issues and most important goals.

David graduated from the University of Maryland with a B.S. in finance. He also holds Series 7, 31 and 66 securities licenses as well as licenses in health, life, variable annuity and variable life insurance. He lives in Darnestown, MD with his wife, Margaret, and their three children.

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