David's collaborative approach, distinguished professional background, and technical knowledge positions him as a skilled and respected specialist in the identification and implementation of sophisticated planning strategies. He joins Baystate with over thirty years' experience in the financial services industry. He has a rich and well-rounded background working with prominent life insurance companies and respected investment management firms, supporting high net worth individuals and families and business owners in achieving their goals and objectives. While David's primary focus is developing client relationships in the business owner marketspace, David is also focusing on Advisor training and development.
David earned his Master of Laws degree in taxation from Boston University School of Law, his Juris Doctorate from Western New England University School of Law, and his Bachelor of Arts degree from University of Rochester.