David is an advisor in the firm’s Potomac, MD office, providing clients with customized financial planning and investment management advice. He specializes in the development and implementation of individualized investment solutions that consider tax, trust & estate, insurance, retirement, legacy, and charitable planning. David takes pride in helping clients achieve their financial goals and providing them with the comfort that all of their wealth management needs are addressed.
David has over 15 years of experience in the industry, most recently serving as Director of Business Development & Investor Relations for Billings Capital Management. In addition, he worked closely with ultra-high net-worth clients and their families for almost a decade in his role as a Vice President of Portfolio and Wealth Advisory for BBR Partners.
A native of Potomac, David now resides in Washington, D.C. with his wife, Allie, and his two young children, Jace and Mackenzie. David spends his free time skiing, cycling, and traveling with his family.
Previous Experience
- Director of Business Development & Investor Relations at Billings Capital Management
- Vice President – Portfolio and Wealth Advisory at BBR Partners
Education & Credentials
- MBA, Fordham University
- BS, University of Delaware, Accounting, minor in Economics
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
