Dave became part of the team as in intern in the Summer of 2007 and 2008. Those were challenging times for most investors but as a student of history he understood the gravity of the global financial crisis. He was so fascinated in the capital markets that he went back to school and changed his major. This allowed him to focus all his attention on gaining the educational foundation which would eventually foster his passion for helping clients. After receiving his degree he joined Applied Capital management as a full time registered assistant.
Dave has a Bachelor’s degree from the Eli Broad College of Business at Michigan State University with a concentration in Finance. He is registered as an Investment Advisor Representative and a licensed NH Insurance producer. In addition, Dave received his Chartered Financial Analyst® (CFA) designation in 2013, and received his CERTIFIED FINANCIAL PLANNERTM in 2018 . This professional designation is globally recognized for its rigorous curriculum in investment management and a strict code of ethics. Given the ever increasing complexity of today’s markets, Dave utilizes education, credentials and his fiduciary responsibility to simplify many of these concepts for our clients.
When he isn’t working, Dave likes to spend time with his growing family which includes his wife, two young girls and their dog Bruin. Dave enjoys being outside hiking or biking and playing sports-golf, softball and ice hockey. Among his other interests, he likes to travel, cook and he enjoys listening to almost all genres of music.