David specializes in helping private clients build and preserve wealth through long-term dividend and income-focused investment strategies. His investment philosophy emphasizes high-quality, low-beta equities that seek to provide consistent income, downside resilience, and long-term growth.
David earned his Juris Doctor and M.B.A. in Finance from Hofstra University and holds a bachelor’s degree in Economics from Brandeis University. Based in Manhattan, he enjoys spending time outdoors and taking advantage of opportunities to be on the water.
