- BA in International Relations and Economics, Stanford University
- MBA Finance and Investments, Haas School of Business, University of California, Berkeley
Dave joined the firm in 1994 after a 10-year investment career with Charles Schwab & Co., Inc. He provides investment, portfolio design and financial planning advice for private and institutional clients. Dave previously led the Financial Planning Committee, and continues to help in researching the latest changes in a variety of financial (tax, insurance, retirement plans, education funding, etc.) and estate planning areas that affect clients, providing education to staff and outside professionals, building or acquiring analysis tools to address specific client questions, and acting as an expert consultant for clients and the media.