Partner, Senior Financial Advisor, PIM Portfolio Manager
Phone: 561-990-5611 | Fax: 561-472-0965
One Town Center Road, Suite 660 Boca Raton, FL 33846
“Many men go fishing all of their lives without knowing that it is not fish they are after.”- Henry David Thoreau
David has been in wealth management his entire career. He became fascinated with the stock market at a young age and was giving investment advice to friends as early as high school and college. As a professional, he is singularly focused on helping families achieve their financial goals and improve their quality of life through proven investment strategies. One of his core beliefs is that in investing, you can’t let your emotions get in the way of making sound investment decisions.
Born in New York City, David’s hometown is East Brunswick, New Jersey. He holds a Bachelor’s Degree in Political Science from The University of Michigan. When not helping families pursue their financial goals, he enjoys fishing, golf, experiencing new foods, and spending time with his family. His charitable involvement includes supporting the MS Walk and Gilda’s Club- a charity that provides support to people with cancer, and their families.