Dave is a Senior Wealth Advisor at Keel Point advising entrepreneurs, executives, retirees and institutions with the planning and investment of their assets. Serving these clients in 15 states, he provides individuals and families customized investment portfolios, client-centered planning, and investment due diligence as well as outsourced Chief Investment Officer and investment management services for institutions.
With over 20 years of financial advisor experience, Dave spent 15 years as a financial advisor, Vice President, in Washington, D.C. at Alex. Brown & Sons, and its successor, Deutsche Bank Securities – then 5 years at Merrill Lynch. While there, he helped executives and emerging growth entrepreneurs with liquidity planning and investment strategy plus institutions with investment management and policy. David earned a Bachelor’s degree from Denison University and completed a post-graduate program at the University of Virginia’s McIntire School of Commerce.
He also holds the Certified Investment Management Analyst® (CIMA®) certification, administered by Investment and Wealth Institute® and taught in conjunction with The Wharton School, University of Pennsylvania.
David is involved with the Washington Home & Community Hospices, a 125 year-old charitable organization that provides long-term-care, rehabilitation services and hospice care to families in the Greater Washington D.C. area. In addition to being a member of the Board, he serves on the Investment and Finance Committees.