Dave began his wealth management career in 1982 at EF Hutton which was acquired by Lehman Brothers and later, Smith Barney. He joined UBS in 2006.

Dave earned a Bachelor's degree from University of Dayton, and also holds the Portfolio Manager designation from UBS. Earning this designation allows him to manage portfolios on a discretionary basis for clients who empower him to do so.

Dave has previously served on the University of Dayton Alumni Committee, and on the Leukemia and Lymphoma Society fundraising committee. He supports the Ronald McDonald House, Dayton Food Bank, and Alzheimer's Association. Dave enjoys golf, downhill skiing, and watching Notre Dame football. He and his wife Linda live in Centerville, Ohio and have two adult children.

AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MI, NC, ND, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, WV