Experience 7 Years
David is a member of our private client services team responsible for supporting our clients with the implementation of their long-term investment strategy, and assuring that all aspects of account management run smoothly.
Prior to joining GW&K in 2017, David worked as a client sales and service officer with U.S. Trust (Bank of America Private).
David received a BA in Economics from Trinity College.
Serving as the primary point of contact for private client relationships provides me with a great sense of pride and responsibility. Each relationship is unique and we do not believe in a cookie cutter approach. I enjoy getting to know my clients and understanding their financial needs. They all have interesting stories and unique perspectives and managing their wide range of needs is exciting and rewarding.