As an investment professional for nearly four decades, David began his career in the fixed income division of a major Wall Street firm later becoming a founding member of the firm’s corporate services group. Today, as a Certified Financial Planner ®, he implements wealth management strategies through a consultative process. He works diligently to understand you, your goals, objectives, and risk tolerances. David is firmly committed to long-term relationships and strives to deliver exceptional service to clients around the world. “The longer you’re in this business, the more you understand,” David says. “But I’m still learning. I enjoy getting to know everything about who you are.” Born an