David joined Rockefeller in 2020. Prior to joining, he was a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. He has been in the financial services industry since 1995. He began his career as an Institutional Trader where the industry then inspired him to move to the wealth management side. David is organized and trustworthy; he commits to understanding clients and their businesses and personal values.
David uses a plan based process to help position client portfolios to reflect their objectives and risk tolerance. He is consistently watching the market and is proactive when it comes to taking advantage of asset reallocation.
David attended the Peddie School in Princeton, New Jersey and graduated from the University of Wisconsin with a B.A. in International Relations. He lives in Bedford, New York, with his wife, a local orthodontist, and two daughters.