David grew up just north of Boston in Chelmsford, Massachusetts and graduated from Saint Anslem College in Manchester, NH with a degree in Finance & Economics where he was a scholarship cross country athlete and rugby player.
He joined a low-income housing tax credit firm as an investor relations analyst post college but, looking for something more, pivoted to the private wealth industry in 2019 where he felt that working with families and individuals to help them achieve their financial goals would be a more fulfilling and rewarding career path.
After working for two different RIAs in the greater Boston area for 6+ years and receiving his CFP, David moved to New York in 2022. With a passion to help people navigate the complexities of personal finance, David eventually found a home at Bridgewater with a firm whose core values align with his.
Outside the office, David keeps himself plenty busy. Relatively new to New York he enjoys exploring the city but also loves to travel to new places – especially for skiing or hiking adventures.