Bio

Dave serves as Chief Operating Officer & Partner, acting as the guiding hand of our analytical principles and their application to the overall business. He oversees the development and implementation of our balance sheet strategy tools, as well as the management and support of the suite of Performance Trust services. Additionally, he oversees the creation and management of analytical content. Prior, Dave worked alongside the Balance Sheet Strategy, Institutional Group, and Capital Markets where he focused on bridging the analytical gap between theory and practice through portfolio analysis and investing strategy. Dave graduated from Harvard University with a Bachelor of Arts degree in economics. He is Series 7 and 66 registered.