In addition to advising clients, David shares leadership responsibility for investment and business development strategies. He joined Wealth Enhancement Group in 2021 through the North American Management merger. His previous experience includes roles at Berents & Hess, Rivendell Capital, Cilluffo Associates LP, PNC Financial, and Lehman Brothers. He is also a member of CFA Society Boston.
David is Chairman of the Board of the Seacoast United Foundation and United Sports Foundation, one of New England’s most active athletic organizations focused on advancing the physical and social well-being of kids and adults through competitive sports. When not in the office, he enjoys spending time at his Mt. Cube farm in Orford, NH.
- BS — Finance & Investments, Babson College
- Chartered Financial Analyst®
The North American Management team serves clients at our Boston, MA office.
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