Bio

David brings over 12 years of merger & acquisition advisory experience to LR Tullius, having helped facilitate over 100 transactions during his tenure with the firm. He began his career in finance after receiving his MBA in Finance from San Francisco State University and his Certification of Advanced Accounting Proficiency from Santa Clara University. Prior to this, he received his Bachelor’s Degree in Mathematics from University of California Santa Cruz. David has previously held finance and accounting positions in the healthcare and marketing fields. In 2018, David became a Charterholder with the CFA Institute, a society of financial professionals who undergo rigorous testing for access to tools and training to keep on the forefront of the financial world. David is also a Certified M&A Advisor (CM&AA). David lives with his family in Portland, Oregon. When he’s not slaying spreadsheets, he’s practicing piano, staying active and keeping up with his spirited daughter.