Managing Director
and access,
With over 20 years of investment banking and executive leadership experience, David formally joined the firm as an Executive in Residence in 2017, transitioning to Managing Director just four months later. In addition to his role in advising investment and M&A clients, he is also the CEO and co-founder of Progress Acquisition. He has a unique perspective for the surprisingly personal experience of buying, selling, or investing in companies, and he approaches every transaction with empathy for all parties at the table. Additionally, he has had the opportunity to be a two-time co-founder, derived from his participation at Inanovate, a pioneer in the life sciences industry using nanotechnology to advance clinical cancer screening and diagnostics, as well as for AppliedQ, which provides convergent multi-screen technology across the fast-evolving OTT/CTV and Linear TV market space. David has graduated from the University of Massachusetts-Boston and earned an MBA in Global Strategic Management at Babson College, where he served on the Board of Trustees.