
David is a Senior Vice President with Seventy2 Capital in the Hunt Valley office. He has an excellent reputation of anticipating and understanding his client’s needs, ranging from traditional investments, alternative investments, and liability management to charitable giving and insurance. He prides himself on providing trusted, thoughtful, financial advice and wealth management strategies to his clients.
David graduated from Loyola College of Maryland where he earned his B.A. degree in Business Administration. His thirst for knowledge then lead him to pair his undergraduate degree with an MBA in Finance, giving him critical insight that informs his advice and wealth management process.
He is passionate about giving back to his community and has served as a Board Member and former President of St. Joseph Medical Center’s Foundation. Additionally, he is a former member of the foundation’s Golf Committee. David is originally from White Hall, Maryland where he lives with his wife Karen, a retired dentist. They share one son and a 4-year-old golden retriever, Libby. Outside of his financial advisory work, David can be found playing golf and cultivating a passion for antique automobiles and travel, particularly on Maryland’s Eastern Shore.
PLEASE NOTE: By clicking on this link, you will leave the Seventy2 Capital Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note Seventy2 Capital Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Seventy2 Capital Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.