Dave is a Senior Vice President at Congress Wealth Management. Dave sits at the intersection of the firm’s wealth planning, advisory services and portfolio management teams. Dave’s mission is to ensure that all of these areas operate at peak performance on behalf of clients.
Having a long career advising affluent families, he remains focused on successfully guiding and shaping our client’s future. Dave has 20 years of financial services experience going back to 1998. He has coached and advised C-level executives and high net worth individuals on a wide variety of financial needs including tax and retirement planning, executive planning and investment management.
Prior to joining Congress Wealth Management, Dave held the position of Chief Operating Officer and Managing Partner of SlateStone Wealth from 2018 to 2020. From 2014 to 2017, Dave held the position of Executive Managing Director of Comprehensive Wealth Advisory Services with Boston Private Wealth, responsible the development and oversight of wealth advisory services for complex client relationships. In 2014, Boston Private acquired Banyan Partners, LLC where Dave served as Executive Managing Director.