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Dave is a Partner and Market Leader for the Boston office. Dave has more than 30 years of experience assisting individuals and families with complex income tax, estate and trust, financial planning, and investment strategies.

Dave co-founded Daintree Advisors in 2010 and served as its Managing Partner until Daintree’s merger with Cerity Partners in 2021. Dave is also a Co-Founder and Managing Partner of Veriti Management, which provides direct indexing and values-based investing.

Before founding Daintree, Dave was Regional Managing Director of Calibre Advisory Services, a multi-family office within Wachovia Bank. In 1995 Dave founded a multi-family office, Tanager Financial Services. From its start in 1995 until its sale to Wachovia in 2004, Tanager grew to more than 50 employees. Dave began his career in financial services at PricewaterhouseCoopers where he became the lead personal tax and financial planning advisor in their Boston office.

Dave earned a Masters of Management as an Austin Scholar from the Northwestern University J.L. Kellogg Graduate School of Management. Dave received his BA from Wesleyan University, where he was Phi Beta Kappa. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Dave and his wife Ellie welcome as many visits as possible from their adult sons, Joel and Ian. Dave enjoys cycling, birdwatching, gardening, and charitable interests, including service to Kore Venture.

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