Dave is a Managing Director and takes a comprehensive planning approach with his clients, starting by taking into consideration their assets and liabilities, and then focusing on maximizing the probability of meeting a set of goals based on their risk preference. Assets are managed to maximize the likelihood of meeting income goals while providing tax efficiency. His approach can be characterized as a financial planning framework as opposed to traditional asset management. He takes a total wealth view for every client situation and clients are managed individually, with each plan being custom to their unique situation.
Dave and his wife Magalie have lived in the Sarasota area for over 15 years. They have three children, Zachary, Emma and Leah. Away from the office Dave enjoys hobbies such as golf, weight training,traveling, reading, and water sports.