Biography
David brings over 30 years of financial services experience to his clients. His personal mission is to understand, build, and shepherd clients so they can make financial choices because they want to, not because they are forced to. David focuses on helping individuals, families, foundations, and non-profit clients achieve their goals through the management, preservation, and growth of their assets.
David believes the underpinning of success is a well-developed plan that melds philanthropic, financial and legacy objectives, and ties them to all aspects of his clients’ lives. His hands-on approach ensures he is available to help with clients’ changing needs and goals. His succinct service model focuses on three simple principles; Educate, Incorporate, and Communicate. He strives to keep clients educated about their investments, informed about the factors that influence their lives, and fully involved in the decision-making process for their portfolios.
David holds the Chartered Advisor in Philanthropy® (CAP®) and Chartered Retirement Planning Counselor (CRPC®) designations. From 2019-2022 he has been recognized by Westchester Magazine as the Best of Westchester-Individual Financial Advisor and in 2021 was named a Top Wealth Advisor by Westfair Communications.
David believes a balanced life is the essence of happiness. He is dedicated to helping his community through his involvement in various non-profit organizations, including 100 Donors which he Co-founded, as well as the Mamaroneck Youth Hockey Association. He has been blessed with two daughters and two sons, and in his spare time he enjoys being an ice hockey goalie, playing golf, cooking for his family, and guitar.
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