David is a Partner and Investment Relationship Manager in our Columbus, OH office and has worked in the financial services industry since 2006. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies. Dave’s well-rounded financial education and past experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals. As a former financial analyst, David is actively involved in the firm’s investment research process including strategic portfolio construction, on-going investment due diligence of new and existing investment managers, and other ad-hoc research.
David lives in Powell, OH with his wife, Holly, and his three children, Scarlett, Olive, and Crosby. When not spending time with his family, he enjoys playing golf.
Chartered Financial Analyst ®
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™ Practitioner
B.S in Accounting, The Ohio State University
Member, CFA Society of Columbus
Member, American Institute of Certified Public Accountants (AICPA)