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Prior to joining Congress Wealth Management, Dave held the position of Chief Operating Officer and Managing Partner of SlateStone Wealth from 2018 to 2020. From 2014 to 2017, Dave held the position of Executive Managing Director of Comprehensive Wealth Advisory Services with Boston Private Wealth, responsible the development and oversight of wealth advisory services for complex client relationships. In 2014, Boston Private acquired Banyan Partners, LLC where Dave served as Executive Managing Director.