David focuses on helping clients make informed financial decisions. Taking time to understand each client and their goals, he customizes his advice and portfolios accordingly. David is determined to help clients achieve their long-term aspirations, whether it’s financial safety, strong returns, or something completely non-financial. He develops strategies with a long-term focus, and generally has lifelong relationships with his clients. His expertise extends to portfolio management, retirement planning, and wealth transfer strategies.
Before joining IHT, David spent many years with J.P. Morgan Private Bank. After working as a Financial Analyst and Wealth Advisory Analyst, David became a Client Advisor. Working with dozens of clients, he navigated complex client situations to accomplish investing, credit, and wealth-transfer goals.
David earned a BBA in Finance from Emory University and is a Certified Financial Planner®. In his spare time, David enjoys traveling, board games, and playing Spikeball. He lives in Chicago with his wife and best friend, Esther.