David is a Senior Client Advisor at the firm. He enjoys working with clients to define their goals and align all aspects of their wealth planning with their values. He is experienced in identifying creative and simple solutions to achieve the financial objectives of his clients.
Prior to joining Ballentine Partners, David was a Financial Advisor with Cambridge Investment Research where he provided individuals and business owners with comprehensive financial planning services and advised on Defined Contribution plans. Previously, he worked as an Associate Financial Analyst for Citizens Bank.
David graduated summa cum laude from Bryant University with a Bachelor of Science in Business Administration concentrating in Financial Services and minoring in Economics. He received the Jack H. Rubens Leadership in Financial Services Commencement Award, given to one member of each graduating class. David earned his MBA at the McCallum Graduate School of Business at Bentley University. David is a CERTIFIED FINANCIAL PLANNER™ practitioner and regularly volunteers time with the Certified Financial Planner Board of Standards as a subject matter expert, writing and reviewing content for certification examinations.
David lives in the Boston MetroWest region with his wife, Jennifer. He is a car enthusiast and enjoys traveling and experiencing the culture, history, and food that different places have to offer.