David has a diverse background in providing guidance to advisors for high net worth families, entrepreneurs, business owners and their clients for a range of wealth planning and succession planning challenges. He has been in the financial services industry for over 16 years, both as an advisor and most recently as the Director of Business Development for a Delaware Trust Company facilitating solutions for the complex wealth planning needs of clients in the US and Internationally.
At Newton One, David introduces and educates the advisor community, working with high net worth clients, to the unique value proposition Newton One offers.
David received his Bachelors of Science degree in Business Administration with a concentration in Finance from Monmouth University. David is currently a member of STEP (Society of Trust & Estate Practitioners) and the Wilmington Tax Group. He was recently a member of Family Firm Institute, Attorneys for Family Held Entities and the Estate Planning Council of Delaware. He was formerly Treasurer of NAIFA South Jersey and the Chairman of NAIFA South Jersey Young Advisors Team.
David and his wife, Renee, live in southern New Jersey and have twin daughters.