Prior to joining Ballentine, David was a Financial Advisor for Citizens Investment Services where as part of a wealth team he worked with individuals and families to construct and implement fully customizable and comprehensive financial plans while fostering relationships along the way. Upon graduating from the University of Massachusetts at Amherst Isenberg School of Management in 2015, David started his financial planning career with Fidelity where he gained experience through assisting self-directed brokerage clients from service and trading needs to retirement planning and portfolio analysis. He also earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018.
In his free time, David enjoys being outdoors, whether for snowboarding in the winter or boating in the summer down the Cape after a round of golf. When he is not actively seeking adventures he loves spending time socializing with family and friends.