In addition to advising clients, David shares leadership responsibility for investment and business development strategies. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston. David joined Wealth Enhancement Group in 2021 through the North American Management merger. David is Chairman of the Board of the Seacoast United Foundation and United Sports Foundation, one of New England’s most active athletic organizations focused on advancing the physical and social well-being of kids and adults through competitive sports. David has been named a FIVE STAR Wealth Manager (2023)*. When not in the office, he enjoys spending time at his Mt. Cube farm in Orford, NH.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 2/01/23 for the period of 5/23/22 - 1/06/23. Awarded 02/01/24 for the period 04/10/23-10/31/23.