Dave is an owner and managing director of WMA, and serves as a senior advisor on the WMA Investments Policy Committee. With more than three decades of industry experience, he applies sound asset management to guide both businesses and individuals to pursue their financial goals. Dave’s depth of experience and exceptional track record in portfolio management and employer/employee retirement planning have helped individuals and businesses work toward a solid financial future. Dave is a graduate of Rutgers University, where he earned a Bachelor of Arts in Accounting. During his free time, he and his wife, Melissa, love spending time with their growing number of grandchildren.