With over 23 years of financial advisor experience, Dave organizes and manages the financial and investment needs for high-net worth families, individuals and non-profits.
He leads his clients through the discovery, planning and investment process thoughtfully, privately and with a plan for the future. From the first consultation, through all of life’s transitions, and, finally, to bequest, Dave navigates the strategic and emotional issues for this purpose and helps clients identify the goals they truly desire.
Dave also leverages trusted relationships with select professionals, including attorneys, CPAs, insurance advisors, and investment bankers to carry out certain specialized strategies. Providing clarity and peace of mind for clients includes having a complete plan that evolves – incorporates life’s transitions – and keeps all accountable.
After successful tenures at global institutions such as Alex. Brown & Sons, its successor Deutsche Bank Securities, and Merrill Lynch, Dave joined Keel Point to provide the kind of detailed planning, and investment insights found at an independent firm with a deep bench of experience. Keel Point was founded as a multi-family office and investment firm for ultra-high net worth clients, and now also helps a wide range of clients achieve their unique goals – whether simple or complex – with the resources and service they deserve.
Dave holds a B.A. 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. He also completed The Institute’s Endowments and Foundations program.
Dave sits on the Board of Directors of The Washington Home & Community Hospices, a 125 year-old charitable organization that provides compassionate end-of-life care to families in the Greater Washington D.C. area. Dave is chair of the Board’s Governance Committee, and serves on both the Investment and Finance Committees.