Manage the Advent/Black Diamond relationship with leading RIA custodians.

As a Senior Vice President, David brings his extensive back-office and client-facing experience to help guide professional introductions to Fairhaven of both private clients as well as other financial advisors looking to join the Fairhaven team.

Provide sales consulting services to fintech software platforms selling into the Financial Services Industry, specifically Independent Financial Advisors, Registered Investment Advisors (RIAs), Employee Benefits Providers & Property Casualty Insurance agencies. Consultant to Trust Company, RIA, and Multi-Family Office firms to evaluate their tech stacks in order to improve capabilities across the entire client and advisor experience. Coach investment advisors on practice management and best practices, and how to effectively leverage technology so they can focus on high-value activities.Provide transition consulting services to advisors considering a move to independence; either starting their own practice, or joining an existing RIA.

Long-term substitute teacher for high school Business Education classes.

Panoramix™ is a competitively-priced, comprehensive, full-featured billing & performance system customizable for advisors’ processes, and white labeled for advisor branding.Led efforts to build strategic partnerships with other firms serving the RIA community, such as: custodians, fintech platforms, consultants, industry trade groups, etc. Successfully led advisors through all stages of the consultative sales process, including product demos, needs analysis, price negotiation, and contract signing.

Responsible for the Service and Operations Teams, supporting all functions associated with servicing client relationships, and managing day-to-day operations of the advisory practice. Advised High Net Worth and Ultra High Net Worth families, crafting custom investment strategies to best meet their unique needs, with an emphasis on alternative investments.Consistently surpassed new revenue and asset goals, growing AUM by 300%.

Led BridgePortfolio.com to recognition as a leading outsourcing firm serving the investment advisory community.Grew assets under administration by 4,000%.

Advised HNW clients on their investment portfolios.Managed team of 6, including 2 other advisors, and 3 support staff.Trained and coached new advisor recruits.Executive Club Award Member, annually exceeding all sales quotas.