The opportunity to help clients protect and grow their wealth and not having to "sell our soul" to reach Wall Street profit targets.
As long-term, opportunistic investors, the single biggest challenge we face is maintaining discipline, confidence, and patience during extended bear or bull markets. And, any years like 2000 and 2008.
I love making a difference for the two communities we serve: our clients and our associates. Our independence and freedom for us to "do the right thing" every day is awesome.
I am passionate, have a strong work ethic, an unwavering commitment to build a client centric culture, and integrity. People know that I care and trust me.
It’s there for them to enjoy, to create opportunities, to be generous with, but not to be a burden.
I’m one of the founding partners, so it is difficult to imagine not working at the firm.
I have been blessed to be married to my wife for more than two decades. I’m proud of the steps that have been achieved guiding our two children as they discover their purpose in life.
I spend a lot of time sitting at either a desk or around conference tables, so I just like to hang out with my family and friends, coach tennis, and travel to new places.
Click HERE to read David’s response to Citywire’s question: ‘Where were you 20 years ago?’