Senior Client Analyst
A Philly native, Dave has done equity trading in New York City and worked briefly in fintech, but what he loves most is partnering with successful, dynamic people to simplify and clarify their financial lives. He especially enjoys working with entrepreneurs, helping them put in place a family wealth plan as they grow their business or look for an exit.
Why LNWM? Having worked at other wealth advisors, Dave finds that LNWM has both the depth and the breadth of services to provide truly holistic solutions for high-net-worth families. That means making investment and other financial decisions in context of what each client wants to accomplish in life. We also manage trusts and advise on estate plans, says Dave, so what is created can be passed on to future generations. LNWM, he notes, is part of a seventh-generation family business that continues to thrive and that sets the tone for what we can help clients achieve.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- Chartered Financial Analyst (CFA)
- B.A. in Business Administration
James Madison University