What do you enjoy most about wealth management?
Evaluating investment opportunities around the world.
What’s the biggest challenge?
The risks embedded in client portfolios are constantly changing.
What do you love most about being part of Aspiriant?
Working with people who are relentlessly focused on the client.
What qualities of yours make you best suited to what you do?
Patience and humility.
What do you love to do outside of work?
Spend time with family and play, coach and watch sports.
What would you be doing if you weren’t working for Aspiriant?
What personal accomplishment are you most proud of?
Raising three kids who don’t hate me (yet).
Education and accreditations
- B.A. in Liberal Arts, College of New Jersey
- M.B.A. in Finance, Graduate School of Management, Rutgers University
- Member of the CFA Institute and New York Society of Security Analysts (NYSSA)
- Member of the Private Wealth Management and Alternative Investment Committees for NYSSA
David has been focusing on private client investment management since 1994. At Aspiriant he is heavily involved in the asset allocation, investment due diligence and portfolio construction efforts. He also provides insights related to economic and/or market developments and regularly communicates the firm’s investment strategy to advisors, clients and media. Additionally, David is a member of the Investment Committee and also leads several investment subcommittees for the firm.
Prior to joining Aspiriant, David was a Senior Analyst at Deloitte Investment Advisors in 2003 focusing on multi-asset manager selection for separate accounts, mutual funds, and alternative investments. He assumed Head of Investment Research in 2004, reporting to the Investment Policy Committee regarding capital market expectations, strategic and tactical asset allocation and tax-efficient manager sourcing for over three billion dollars in client assets. David also supported the advisory practice with quarterly market updates and training on asset classes and various investment strategies.
David’s previous experience includes eight years with Merrill Lynch & Co., Inc. supporting one of the industry’s largest managed accounts platforms through various investment research and risk management roles.
David received a Finance M.B.A. from The Graduate School of Management at Rutgers University and received a B.A. in Liberal Arts from The College of New Jersey. He has obtained the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a regular member of the CFA Institute, CAIA Association and the New York Society of Security Analysts (NYSSA). David is also a member of the Private Wealth Management and Alternative Investment Committees for NYSSA.
David and his wife Holly live in Brielle, NJ with their son and two daughters. David was a four-year letterman for the men’s soccer team and enjoys playing and coaching recreationally.