About
David
David supports a team of wealth advisors with all aspects of client relationships, including financial planning, investments, and tax planning for high-net-worth individuals and corporate executives.
David was a member of the cross country and rugby teams for all four years in college. Outside the office, he enjoys skiing, hiking, and live music.
Education and Professional Milestones
- Saint Anselm College - bachelor of arts degree in finance
- Has held roles as an associate client advisor for Argent Wealth Management and as an analyst on the fund management team for Boston Financial Investment Management, a LIHTC equity investment firm
David supports a team of wealth advisors with all aspects of client relationships, including financial planning, investments, and tax planning for high-net-worth individuals and corporate executives.
David was a member of the cross country and rugby teams for all four years in college. Outside the office, he enjoys skiing, hiking, and live music.
Education and Professional Milestones
- Saint Anselm College - bachelor of arts degree in finance
- Has held roles as an associate client advisor for Argent Wealth Management and as an analyst on the fund management team for Boston Financial Investment Management, a LIHTC equity investment firm