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 a wealth management firm, and previously, he worked for a real estate investment firm with a focus on low-income housing tax credits as a client associate 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.