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David’s extensive background and experience provides him with the tools necessary to assist clients in reaching their goals. Combined with hard work and attention to detail, he strives to provide the best service possible to each individual he serves.

David holds a Bachelor of Science degree from Miami University in Oxford, Ohio, where he graduated with honors. Soon after, he earned his MBA from Xavier University in Cincinnati, Ohio. He has more than 25 years’ experience in the investment management industry. During that period of time, he served as Chief Investment Officer, overseeing 2.7 billion in assets; Senior Portfolio Manager, managing over 150 high net worth relationships; and Director of Brokerage, where he managed and guided a team of financial professionals in serving top clientele.

David has earned several designations in the field of technical analysis, an area of money management which strives to increase the effectiveness of portfolio construction and investment performance. He has received multiple top sales awards and was previously published in Cincinnati Magazine.