As Managing Director, David works closely with his team to advise high-net-worth families, executives and institutions. He also supports their respective trusts, estates, foundations and endowments regarding their investment, liability management, risk management, and wealth transition needs.
Prior to joining NewEdge, David worked at Wells Fargo Advisors, Credit Suisse, and Bernstein Global Wealth Management. He was also President of Dana Chase Publications, Inc., a privately held media company, where his responsibilities included financial management and analysis, budgeting and strategic planning for the firm.
David earned his B.A. in Political Science and History from DePauw University and an MBA from the University of Chicago’s Booth School of Business. David and his wife live in the western suburbs of Chicago with their three children. Outside of the office, he can be found skiing, fishing, and spending time with his family.