David is a Wealth Planner at the firm.
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. Prior to this, 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. In 2019 David earned the CERTIFIED FINANCIAL PLANNER™ designation. He is currently working towards his MBA at the McCallum Graduate School of Business at Bentley University.
David lives in the Boston MetroWest region, is a car enthusiast, and in his free time enjoys traveling and spending time with his wife, family, and friends.