David brings more than 25 years of experience in managing investment portfolios for a variety of clients, including individuals, trusts, family offices, foundations and pension plans. David graduated from Babson College with a Bachelor of Science in economics. He holds the Chartered Financial Analyst® (CFA®) designation and is an active member of the investment community, belonging to both the CFA Institute and CFA Society of Chicago.
David resides in Chicago’s western suburbs with his wife, Nicole, and two children. He enjoys traveling, cooking, discovering new wines, reading history books and biographies, rooting for Chicago sports teams, working on his Michigan lake house and spending time with family and friends.