David's career in the financial industry began with Westminster Research Associates providing clients with research and commission management services. He later joined Convergex's sales trading team, working with institutional money managers to develop best execution strategies.
In his role at Caruso McLean, David is a member of the advisory team, which is committed to assisting people and businesses with their financial needs.
David studied economics at Syracuse University and was a four-year member of the men's lacrosse program.
David lives in New Hartford and enjoys playing golf and lacrosse during his free time.
Designations:
- CERTIFIED FINANCIAL PLANNER™
- Series 7 General Securities
- Series 63 State Uniform Securities
- Series 65 Investment Adviser