David M. Sotsky, CPFA™

Private Advisor, Vice President 

With over 20 years of industry experience, David Sotsky focuses on helping clients create a disciplined strategy for achieving their most important financial and life goals. He evaluates and designs strategies for nonprofits, retirement plans, and affluent individuals and families, with a niche supporting executives in the technology industry. In addition, he addresses pre/post liquidity planning strategies for middle market business owners looking to sell their company.

A former recipient of the President’s Volunteer Service Award from George W. Bush, David is highly involved in his community. David has served on the Board of Advisors for the Johns Hopkins University Graduate Division of Business. He has also served on the Capital Forum Committee of the Maryland Technology Council and the Greater Washington Society of CPA’s Not-for-Profit Committee. David is a former member of the Board of Advisors for the National Foundation for Cancer Research. He has also volunteered for the Hispanic Heritage Foundation and the DC Urban Debate League as a debate judge to support children’s education.

David is a frequent speaker at The World Bank and has addressed such groups as The Maryland Technology Council, Accenture, McDonald’s Corporation, Brandeis University National Women’s Committee, and the George Washington University’s MBA Association.