Bio David

David is the Vice President of Marketing and Development. His goal is to help advisors grow their business. The real benefit is the clarity advisors gain in their practice and the ability to build significant client relationships. David assists with the development and execution of business plans to drive practice growth. This includes, but is not limited to marketing, technology support and streamlined business processes.

David spent almost two decades in Corporate America in a wide variety of roles. Most recently, David was the head of Practice Management for a Top Tier Independent Broker/Dealer. In that role, David built the Practice Management Program from the ground up with a focus on helping advisors with four key pillars of; People, Process, Technology and Sales Support. Throughout his tenure in this role, he worked with countless advisors helping them grow their practices by implementing key components of the program, always tailored to the specific needs of the advisor and their practice.

David received his Bachelor’s Degree in European History from the University of Vermont and a Master of Arts with a concentration in International Business from the Fletcher School of Law and Diplomacy at Tufts University.

In his spare time, he is an avid CrossFit athlete and enjoys spending time with his wife, Mari and their three boys, Max, Ben and Ethan.