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David is an Investment Relationship Partner in their Columbus, OH office with over 10 years of experience within the financial services industry. 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. David’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, ongoing investment due diligence of new and existing investment managers and other ad-hoc research.