David entered the wealth management business in 1996, joining Smith Barney. In 2012 after 16 years in the financial services industry, he joined UBS Financial Services.

The focus of David's practice has been providing comprehensive, holistic wealth management and financial planning solutions for high net-worth individuals, successful professionals, and families. He serves his clients using a Family Office model  providing a broad range of services including retirement planning, equity compensation strategy for corporate executives, portfolio management and advisory services, risk management, and education funding strategies. He frequently collaborates with estate planning attorneys to help clients optimize their multi-generational legacy planning.

David strives to provide a level of personal service for his clients that is second to none, and is committed to delivering time-tested solutions to help clients meet their personal life goals and objectives. Simply put, he helps people build and preserve wealth. David feels fortunate to have been recognized as one of the top Advisors in his industry, achieving numerous council distinctions every year since the inception of his wealth management practice.

David graduated from Boston University with a degree in business and resides in North Reading, MA with his wife Sharon and their children Nicholas and Aria. They are actively involved with and support numerous organizations including the Greater Boston Food Bank, Arlington Academy of Hope, Jhamtse International, and the Navy Seal Foundation.

• Member President's Council UBS Financial Services 2015
• Member Director's Council UBS Financial Services 2013-2014
• Member President's Council Morgan Stanley Smith Barney 2006-2011
• Member Century Council Morgan Stanley Smith Barney 2003-2005
• Blue Chip Council Smith Barney 1998-2001

• B.S. Boston University, Business/Economics

• Series 7, 63,65, 31

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