As an Associate Wealth Advisor at The Colony Group, David supports a team of wealth advisors with all aspects of client relationships, including financial planning, investments, and tax planning for high net worth individuals and corporate executives.
Prior to joining The Colony Group, David served as an associate client advisor for Argent Wealth Management, and previously, he worked for Boston Financial Investment Management, a LIHTC equity investment firm as an analyst on the fund management team.
David earned a Bachelor of Arts degree in Finance from Saint Anselm College. He was also a member of the cross country and rugby teams for all four years in college.
Outside the office he enjoys skiing, hiking, and live music.