David’s extensive background and experience provide him with the tools necessary to assist clients in reaching their goals. Combined with hard work and attention to detail, he strives to provide the best service possible to each individual he serves.
David holds a Bachelor of Science degree from Miami University in Oxford, Ohio, where he graduated with honors. Soon after, he earned his MBA from Xavier University in Cincinnati, Ohio. He has more than 25 years of experience in the investment management industry. During that period of time, he served as Chief Investment Officer, overseeing 2.7 billion in assets; as Senior Portfolio Manager, managing over 150 high-net-worth relationships; and as Director of Brokerage, where he managed and guided a team of financial professionals in serving top clientele.
David has earned several designations in the field of technical analysis, an area of money management that strives to increase the effectiveness of portfolio construction and investment performance. He has received multiple top sales awards and was previously published in Cincinnati Magazine.
David and his wife, Sandra, have been married for more than 30 years and have a daughter, Ashley, who is in doctoral school to become a child psychologist. Ashley also currently works at Children’s Hospital and the UC Medical Center as part of her training in child psychology. David and his wife enjoy golfing and gardening together. David volunteers at several farms and professional gardens in the Cincinnati area including Greenacres and Gorman Farms. David has a unique and special talent for long-range weather forecasting and shares his work with friends and family.