David has spent nearly 30 years advising individuals and families on investment strategies to meet their financial needs throughout their careers and into retirement. David joined Seventy2 Capital after spending the majority of his career as an advisor at Wells Fargo Advisors. During the 1990s, David was a familiar voice on WTOP where he could be heard giving daily market reports to listeners in the Washington, DC - Baltimore region.
David earned his BS in Economics at Villanova University and holds the Accredited Asset Management Specialist® (AAMS®) designation. He grew up in Potomac and now, he and his wife of 28 years reside in Darnestown with their 4 children (including a set of triplets!) and a chocolate lab. In his free time, David can be found playing golf in the warmer months and serving on the Wisp Resort Ski Patrol during the colder months.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.