David is an experienced financial advisor, portfolio manager, and member of the Reflective Group in Morgan Stanley’s Wealth Management Division. He joined MS in 2019 after four years at Merrill Lynch Wealth Management and 12 years at Bloomberg. He focused on commodities and alternative energy market data products while at Bloomberg. These combined experiences give him fundamental insights into financial markets and investing. For David, earning a client’s trust is paramount. He does this by asking the right questions and listening carefully. This helps him understand each client’s priorities, before developing a tailored investment plan. David is known for long-term client relationships where he has served many of his clients since he first got into the investment business. They value his judgment and appreciate his advice on the complex challenges that wealthy individuals and families often face.On a personal level, David grew up in a military home that valued duty, honor and country. His father attended and later taught and coached (Alpine Ski Racing) at the United States Military Academy at West Point. David inherited his father’s athleticism and competitive spirit and is an accomplished tennis and platform tennis player, golfer and skier.Outside of work, David is an active volunteer and financial supporter of educational and social service organizations. He is a Trustee of the Harlem Junior Tennis & Education Program; a past Trustee of The International Tennis Hall of Fame; a past Alumni Board member of his alma mater, Manhattanville College, and a Class Agent for his high school, The Trinity Pawling School. Perhaps his greatest passion is family. He is very close with his three brothers and is a doting father and loving husband to his two young sons, Ben and Thatcher, and his lovely wife, Emily. David lives in Bronxville NY.