David is a lead advisor to Avondale’s San Francisco Bay Area wealth management clients. He also focuses broadly on growth for Avondale’s wealth and asset management divisions on the West coast. Bringing more than 15 years of wealth management experience to the firm, David’s background and expertise center on helping affluent and high net worth individuals make asset allocation, portfolio management and financial planning decisions. He is also highly adept at portfolio manager research and due diligence, particularly in the context of making sure a given strategy is an optimal fit for a client’s portfolio. He shares valuable insights regarding market trends, investor issues and financial planning practices in his monthly blog, “From the Ground Up.”
Prior to joining Avondale in 2012, David was the sole Managing Principal of DNH Capital, LLC, a boutique wealth and asset management firm in San Francisco where he handled all marketing and relationship management duties and spearheaded asset allocation and portfolio management decisions.
His background includes two years as Vice President, Investments at UBS Financial Services, Inc., and more than five years as Vice President and Wealth Advisor at Morgan Stanley where he was part of Morgan’s Wealth Advisor Program — a training program made available only to the top 10% of Morgan’s Financial Advisors, specifically tailored to helping advisors serve the needs of their High Net Worth clients.
David, based in Avondale’s San Francisco office, is a graduate of Loyala University in Chicago where he earned a BS in both Finance and Marketing and a minor in French Literature. He is currently studying at University of California at Berkeley Extension to obtain a Certificate in Personal Financial Planning. In his spare time, he enjoys distance running, snowboarding, and spending time with his wife Casey and their three young children.