David specializes in estate planning strategies, alternative investments, and wealth management services. Prior to co-founding BCWM, David was a Vice President and Financial Advisor at UBS and has over 20 years of investing experience in Alternative Investments (Private Equity, Venture Capital, Hedge Funds, Fund of Funds, etc…). He previously worked as a Mergers and Acquisitions analyst at G.L. Ohrstrom & Co., Inc. responsible for, among other things, performing market due diligence and deal assessment. David was also the Founder and President of Touchwood Records, LLC and was a Retail Information Services Coordinator at Atlantic Records.
David received a B.A. in art history from Trinity College and earned an M.B.A. in management from NYU’s Stern School of Business. He contributes to many charitable organizations and is a NARAS (Grammy) voting member. A native New Yorker, David enjoys collecting, reading, art, music and traveling.