David began his investment career in 2001 in New York City at JNK Securities, where he worked with large institutional clients and hedge funds, and also served as a trader on the floor of the New York Stock Exchange. After moving to California in 2004, he worked as an asset manager for companies such as Arden Realty and CIM Group, and served as an Associate Director of Finance and Accounting at Marriott International. David graduated from the University of West Florida with a double major in Finance and Accounting. He earned an MBA at UC Irvine. David earned his CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Financial Planning Association (FPA), Los Angeles Chapter.

David played varsity tennis at the top nationally ranked University of West Florida; he continues to play competitive tennis locally. He is extremely passionate about the community and is an ambassador Foster Parent with the Ventura County Children & Family Services (Foster VC Kids), and is an avid cyclist and runner.