David has been on the faculty of several institutions, including Northeastern University and Bentley College, teaching in the areas of Finance, Accounting and Quantitative Methods and has published and presented work in the areas of efficient markets, small firm valuations and real estate valuations. Based on this strong academic background, he has merged forward-looking research and advisory services with the goal of keeping clients ahead of established measures of the risk/return equilibrium. Since 1974, the focus of his professional activities has been in the areas of wealth management, management advisory services, income and estate planning and compliance, and real estate development