Dave has more than 20 years of experience in the financial and investment advisory business. He began his career working for one of the country’s largest futures and options trading firm’s before making the transition to the traditional asset management industry. His passion for the financial services business started early where he had the opportunity to see firsthand how individuals close to him benefited from professional wealth management guidance.
Prior to joining MassMutual Greater Philadelphia, Dave has held several senior wealth management and business development roles in the industry, serving as the main contact for those firm’s institutional investment advisory platforms. He also spent several years working in the alternative investments area helping advisors and clients incorporate alternative investment strategies into their portfolios. Dave has served on several investment committees and has been a frequent presenter at industry conferences throughout his career.
Dave graduated from Rider University with a BS degree in Finance and a concentration in Accounting. He currently holds FINRA Series 7, 63, 65 registrations and successfully completed his Series 3 commodity futures and options exam. He lives in Yardley, PA with his wife and 2 children.