About
David
David provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning to corporate executives and high net worth clients of Focus Partners Wealth.
Prior to joining Focus Partners, David held financial services roles at Fidelity Investments and Ballentine Partners.
David enjoys going to Cape Cod in his free time, where he spends a lot of time boating. He also likes golfing, spending time with family and friends, and reading historical naval fiction.
Education and Professional Milestones
-University of Massachusetts at Amherst, Isenberg School of Management - bachelor’s degree in sports management
-Holds a Series 65 license
David provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning to corporate executives and high net worth clients of Focus Partners Wealth.
Prior to joining Focus Partners, David held financial services roles at Fidelity Investments and Ballentine Partners.
David enjoys going to Cape Cod in his free time, where he spends a lot of time boating. He also likes golfing, spending time with family and friends, and reading historical naval fiction.
Education and Professional Milestones
-University of Massachusetts at Amherst, Isenberg School of Management - bachelor’s degree in sports management
-Holds a Series 65 license