About
David
David strives to go the extra mile to build personalized solutions for clients that are best suited to their individual situations. His approach includes a focus on alternative investment strategies, and for more than 30 years, he has helped clients utilize alternative strategies, when appropriate, to support their investment objectives. Rather than focusing on the pure return portion of a manager’s track record, he believes clients can benefit most from strategies based on consistency. Those strategies are only discovered through due diligence and investment experience.
David joined Focus in 2026 when his division of Kovitz was acquired by Focus. David has been helping clients with their financial affairs since 1981. Prior to his previous role at Kovitz, he founded Strategic Wealth Partners (SWP) in 2008 after serving as senior managing director with Mesirow Financial for 21 years. He has also held investment positions with Merrill Lynch and commercial banking positions with Harris Bank.
David applied his many years of investment experience to the development of SWP’s investment philosophy. He is committed to imparting and managing a consistent philosophy among his team and ensuring that all client recommendations reflect this philosophy. David realizes that, by nature, calling short-term market moves can be treacherous. In his view, it is more important to focus on what types of risks can be expected.
David is passionate about helping others succeed by continually deepening his knowledge base. He actively exchanges opinions and insights with other industry professionals. He has served on advisory boards with JP Morgan, PIMCO, and CAIS, the largest distributor of alternative investments to the RIA industry. In addition to advising clients, he is president and chairman of the Rebecca A. Copeland Fund for Social Justice.
David enjoys spending time with his wife, children, and grandchildren. In his free time, he likes to work on his golf game and travel.
David strives to go the extra mile to build personalized solutions for clients that are best suited to their individual situations. His approach includes a focus on alternative investment strategies, and for more than 30 years, he has helped clients utilize alternative strategies, when appropriate, to support their investment objectives. Rather than focusing on the pure return portion of a manager’s track record, he believes clients can benefit most from strategies based on consistency. Those strategies are only discovered through due diligence and investment experience.
David joined Focus in 2026 when his division of Kovitz was acquired by Focus. David has been helping clients with their financial affairs since 1981. Prior to his previous role at Kovitz, he founded Strategic Wealth Partners (SWP) in 2008 after serving as senior managing director with Mesirow Financial for 21 years. He has also held investment positions with Merrill Lynch and commercial banking positions with Harris Bank.
David applied his many years of investment experience to the development of SWP’s investment philosophy. He is committed to imparting and managing a consistent philosophy among his team and ensuring that all client recommendations reflect this philosophy. David realizes that, by nature, calling short-term market moves can be treacherous. In his view, it is more important to focus on what types of risks can be expected.
David is passionate about helping others succeed by continually deepening his knowledge base. He actively exchanges opinions and insights with other industry professionals. He has served on advisory boards with JP Morgan, PIMCO, and CAIS, the largest distributor of alternative investments to the RIA industry. In addition to advising clients, he is president and chairman of the Rebecca A. Copeland Fund for Social Justice.
David enjoys spending time with his wife, children, and grandchildren. In his free time, he likes to work on his golf game and travel.