About David
David supports a team of financial counselors with all aspects of client relationships, from financial and investment planning to tax and estate planning.
David enjoys going to Cape Cod in his free time, where he spends a lot of time boating. He also likes golf, spending time with family and friends, and reading historical naval fiction.
Education and Career Milestones
-University of Massachusetts at Amherst, Isenberg School of Management – bachelor’s degree in sport management
-Has also held financial services roles, first for Fidelity Investments and then for Ballentine Partners
-Holds a Series 65 license
David supports a team of financial counselors with all aspects of client relationships, from financial and investment planning to tax and estate planning.
David enjoys going to Cape Cod in his free time, where he spends a lot of time boating. He also likes golf, spending time with family and friends, and reading historical naval fiction.
Education and Career Milestones
-University of Massachusetts at Amherst, Isenberg School of Management – bachelor’s degree in sport management
-Has also held financial services roles, first for Fidelity Investments and then for Ballentine Partners
-Holds a Series 65 license