- BS from Arizona State University from the School of Liberal Arts and Sciences
- Financial Industry Regulatory Authority Licensed - Series 7 and 63
- Fox Valley Estate Planning Council and Midwest Business Brokers and Intermediaries membership
As a Vice President in Northern Trust's Wealth Management group, David develops new investment & fiduciary business with high net worth clients and their families. Using a unique goals driven planning approach, David works with his Wealth Management partners to optimize client's investment portfolio efficiency through a personal asset allocation. David also consults regularly with mutual client advisors including numerous attorneys and accountants.
David has over twenty years experience in the financial services industry. Including roles as a Financial Consultant at Merrill Lynch and as an advisor at William Blair's Private Investor Department as a discretionary money manager.
Further experience as a business owner, David oversaw three retail stores, 22 staff members and more than $2 million in annual sales at Endure It! Sports LLC. The business focused on the needs of competitive triathletes, bikers, runners, swimmers, and yoga enthusiasts.
David currently provides a non-active consultant role for Endure It!