Principal & Managing Partner
Having started his career in wealth management in 2001, David’s primary responsibility is sharing how Four Financial Management can serve to help families tackle complex financial situations through the use of sophisticated planning and investment management.
David’s interest in the financial markets stems from a very early age. Having won his 4th grade stock picking competition, it became increasingly apparent to him over time that many people — investment professionals included — did not take the necessary time to thoroughly vet investment decisions. He learned from a young age that “doing your homework” can yield excellent results. “I learned early on that a four step process — analyze, plan, execute, critique — is essential to wealth management. We must be proficient in all four steps to be able to deliver comprehensive solutions to our clients.”
David is an active supporter of the local arts community as well as a supporter of various animal rights causes.
David attended the University of Michigan for a BA in Economics and an MBA in Finance & Marketing from Wayne State University. He currently resides in Ann Arbor.