David is a Senior Research Analyst at the firm.
Prior to joining the firm in 2016, David was a Research Associate at the MBTA Retirement Fund, where he conducted investment research and due diligence across all major asset classes, with an emphasis on private equity and real estate investments.
David earned his B.S. in Management at the Boston College Carroll School of Management. His concentrations included Finance as well as Information Systems and Accounting. David holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Association (CAIA) designation, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a member of the CFA Institute, the Chartered Alternative Investment Association, and the Boston Security Analysts Society.
David lives in Natick, MA with his wife. He enjoys hiking, skiing, and spending time with family and friends.