In his role as Private Investment Strategist, Dave oversees and conducts research and due diligence for private investment opportunities. He helps guide the direction of investment allocation and the selection of private investments for the firm’s clients. Dave is also a member of the firm’s Investment, Charitable and Real Estate Committees. A Chartered Financial Analyst (CFA®) charter holder, Dave is a graduate of the University of Maryland with a Bachelor of Science degree in Finance. Dave is a founding member of the Counsel of Independent Financial Advisors (CIFA). He is chair of one of the Investment Committees for The Associated Jewish Charities and volunteers his time and expertise