About
David
David works closely with financial consultants and their clients to engage with comprehensive wealth management services. He is responsible for introducing and presenting the firm’s holistic approach to high net worth families across the Bay Area region.
With more than three decades of experience, David has held multiple Senior and Partner-level positions at boutique asset management and investment consulting firms. Much of his tenure has been focused on serving as a liaison between investment management strategies and Registered Investment Advisory firms.
Outside of the office, David enjoys the outdoors, whether it is skiing, golfing, hiking, or exploring the beauty of Marin County on his bike. He also cherishes the time spent with family.
David works closely with financial consultants and their clients to engage with comprehensive wealth management services. He is responsible for introducing and presenting the firm’s holistic approach to high net worth families across the Bay Area region.
With more than three decades of experience, David has held multiple Senior and Partner-level positions at boutique asset management and investment consulting firms. Much of his tenure has been focused on serving as a liaison between investment management strategies and Registered Investment Advisory firms.
Outside of the office, David enjoys the outdoors, whether it is skiing, golfing, hiking, or exploring the beauty of Marin County on his bike. He also cherishes the time spent with family.