David is an Associate Director in Pathstone’s Philadelphia metro area office. He serves as the Team Lead for Reporting and Data Management. He regularly partners with senior executives from various departments to create customized financial technology solutions designed to meet clients’ individual needs and wealth objectives. 

Prior to joining Veritable in 2013, David began his career in 1999 as a consultant at PricewaterhouseCoopers in their financial technology consulting practice, architecting creative solutions across the finance industry. His projects ranged from introducing some of the earliest mobile partner loyalty point-of-sale systems to engineering complex loan securitization solutions for clients throughout the country. 

David earned his Bachelor of Arts degree in Economics from The Pennsylvania State University. He also earned his Master of Business Administration with a concentration in finance and his Master of Science in the Management of Information Systems from the University of Pittsburgh’s Katz Graduate School of Business.  

Outside of work, David enjoys staying active in many outdoor activities from camping and hiking with his dogs to playing tennis and golf with his wife. David also enjoys spending time and traveling with his family, which includes three daughters.