Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
As a Senior Family Wealth Advisor at The Colony Group, David supports a team of financial counselors with all aspects of client relationships, from financial and investment planning to tax and estate planning.
David started his career at Fidelity Investments. He handled service and trading for many clients and situations (including providing product and service support such as analyzing strategies and processing trades and monetary transactions). He recently came from Ballentine Partners, where he supported a team of advisors in the Family Office to assist clients with day-to-day needs and holistic planning.
David earned his Bachelor of Science in Sport Management from the University of Massachusetts at Amherst, Isenberg School of Management. He currently holds his CFP and Series 65.
He enjoys going to Cape Cod in his free time, where he spends a lot of time boating. He also likes golf, spending time with family and friends, and reading historical naval fiction.