As Managing Principal, David works closely with his team to advise high-net-worth families and executives. He supports them with objective and holistic wealth management, estate planning strategies, liability management, risk management and wealth transition advice.
David’s career started in Chicago at Morgan Stanley (PWM), and continued at UBS, where he held the position of Senior Vice President and was a member of the Chairman’s Council for over six years. At Wells Fargo Advisors, David was a Managing Director, Private Wealth Advisor and a member of its Platinum Council from 2012-2023. David has been recognized as one of Barron’s Top 1,200 Financial Advisors in 2014, and one of Barron’s Top 1000 Financial Advisors in 2012, 2011 and 2009. David transitioned his practice to Wells Fargo Advisors Financial Network (FiNet) and BridgePoint Wealth Partners in March of 2025.
While attending Bucknell University, David played football, was a Resident Assistant (RA), a member of the Sigma Chi Fraternity and owned a successful College Pro Painters franchise in suburban Philadelphia. He graduated with a Bachelor of Science in Business Administration in 1990.
Upon graduation from Bucknell, David joined Procter & Gamble and played a key role in forming a multifunctional team serving Ahold Delhaize, one of the world’s largest food retail groups.
In 1995, he left P&G to attend the University of Chicago Booth School of Business. While there, he was an editor of the school newspaper, ChiBus and studied with Nobel Prize winners, Merton Miller
5 and Richard Thaler
6. They significantly influenced his approach to investment strategy, behavioral finance, asset allocation, and portfolio management. David graduated from Booth in 1997 (Finance).
Originally from Wayne, Pennsylvania, he now resides in Indialantic, Florida. He serves on the Board of Trustees for
The Cancer Research Foundation, which is one of the world's leading Cancer Research Venture Philanthropists, making early investments in bold ideas in the fight against cancer.
David and his wife, Andrea, have been married since 1994 and have raised two sons and their Wired Haired Pointing Griffons. In their free time, they enjoy tennis, pickleball and being stewards of a Michigan property formerly owned by the Boy Scouts of America in the Western Upper Peninsula. They are residents of Indialantic, a barrier island town on Florida’s Space Coast.
2014 Barron's Top 1,200 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013 (Source: Barrons.com).
2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011 (Source: Barrons.com).
2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010 (Source: Barrons.com).
2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008 (Source: Barrons.com).
The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Platinum Council levels are based on the previous calendars years gross revenue and are defined as follows: Diamond- Top 15 Financial Advisors, Ruby-Top 2% (including Diamond recipients), Emerald- Next 5%, and Sapphire-Next 8%
