Dave is a Managing Director and brings more than twenty-three years of experience to his work designing, implementing and managing investment portfolios for high net worth individuals and their families. He is a shareholder of the firm.
Dave joined legacy firm Cornerstone Advisors, Inc. where he worked with high net worth families and their related charitable entities. Prior to Cornerstone he worked for Simpson Investment Company and Ernst & Young.
Dave obtained his undergraduate degree from the University of Washington with a concentration in finance and accounting. He is a CFA® charterholder and a Certified Public Accountant (CPA).
Outside of his professional commitments, he is actively involved with various local and not-for-profit organizations in a range of capacities and enjoys spending time with his family and traveling.
