Dave helps guide the direction of investment allocation and the selection of private investments for the firm’s clients. Dave has direct involvement with our clients, overseeing the management of their portfolios. Dave is also a member of the firm’s Board of Directors and Investment Committee.
A Chartered Financial Analyst (CFA®) charter holder, Dave is a graduate of the University of Maryland with a Bachelor of Science degree in Finance.
Dave is a founding member of the Counsel of Independent Financial Advisors (CIFA). He is chair of one of the Investment Committees for The Associated Jewish Charities and volunteers his time and expertise on various other charitable investment committees in the Baltimore Community. Dave has served on the Advisory Board of Charles Schwab Institutional.
Prior to joining WMS Partners, Dave was Managing Director at CARRET and Company. He also served as Vice President and Portfolio Manager at Wagner Citron Management Corp. David’s professional background began in New York, where he was a trader of futures and options for both Salomon Brothers and Drexel Burnham Lambert Trading Corporation.
Originally, I was attracted to trading (precious metal and currency futures and options). The day to day change was very exciting, but I loved the mathematical relationship with the derivatives and my ability to arbitrage imbalances in pricing. Over time, the relationships I have built with clients and the satisfaction in helping them validates my career choice. It is very interesting that there is never one right answer to a problem; the ability to be creative and solving an issue is fantastic!
The last word being “Team.” I love working in an environment where everyone gets to utilize their individual strengths in meeting a goal. This is a clear example of 1 + 1 making 3.
My ability to analyze a problem in an unemotional, direct way at the same time being empathetic to the real issues a client is facing.
As a tool to helping them accomplish their goals whether that is lifestyle, family, or charity.
My contribution in helping to build WMS…and I guess, attaining my CFA charter.
I love to travel and experience other countries. I really enjoy being outdoors mountain biking, snowboarding, hiking and playing platform tennis.
New Zealand, maybe the Amalfi coast……so many…
We take pride in sharing the same values as our clientsCustom investment portfolios with a strategic outlook