As one of the firm's Principals, David serves as CEO and Chief Investment Officer. His responsibilities include service as Chairman of the firm's Investment Committee, supervision of portfolio management and financial planning for all the firms clients, investment research, and strategic planning. Prior to MTM, David was an advisor and partner with the investment advisory firm McHam Taylor & Co. for 17 years. He also spent 2 years in the Private Client Group of Merrill Lynch. David has significant experience serving as a fiduciary, offering financial planning services and selecting investments for the firm’s clients. David is a 1998 graduate of Wake Forest University with a B.A. in Economics