Dave joined the Presidio team in 2022 as the Director of Wealth Management.  Dave brings over 15 years of experience in financial services and has a passion for both analyzing/interpreting data and helping families and businesses navigate financial markets and build solutions designed to meet their financial goals. 

As the Director of Wealth Management, Dave plays a role in formulating the firm’s investment strategy, acting as a resource to the wealth management team, and constantly improving the advice the firm offers to its clients.

Prior to joining Presidio, Dave served as the Chief Investment Officer for a boutique wealth management firm in the New York City area where he not only oversaw the firm’s investment portfolios, but was directly responsible for managing many of the client relationships.

He is a charter holder of both a Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®) which he uses to construct and manage client portfolios. In addition to his professional designations, Dave has obtained a Masters in Business Administration (MBA) from the Fowler College of Business at San Diego State University.

When he’s not working, you can find Dave buried in a book, at a Crossfit gym, trying a new recipe or playing with his corgi named Izzy.