Dave has amassed over 25 years of wealth management industry experience in leadership roles at RIAs and larger institutions. His passion has been to drive growth through an unrivaled focus on the client, a dedication to the development and evolution of advisors and staff, and a commitment to taking advantage of technology and innovation to improve everyone’s experience. His belief in establishing a strong culture and brand supporting these principles has been paramount to the success of the organizations he has led.
Most recently, Dave was President of Lenox Wealth Advisors (LWA), leading a team of professionals in the development and execution of an innovative client-focused strategy across financial planning, investments, business development, relationship management and operations resulting in 4X organic AUM growth in under five years. He was also responsible for leading an aggressive inorganic growth plan with deep support from LWA’s parent company, NFP. Prior to this role, Dave ran the Private Wealth Management business for Lenox Advisors.