"I approach life the same way I approach a game of football -- hit the line hard"​-Teddy RooseveltMy name is Davey and I run a boutique wealth management firm, Pine Harbor Wealth Management. We help individuals create a holistic goals-based financial plan and we build resilient investment portfolios. I believe personalized advice and management can help you significantly build and grow your wealth.Previously, I led the wealth management division at a fin-tech startup that was acquired by Capital One. I also managed equity portfolios at Dimensional Fund Advisors, investing in developed and emerging markets. I managed over $4B in equities across the globe on a daily basis. I helped to educate clients on fundamentals of investing -- from valuation theory to portfolio design to innovations in trading.Additionally, I consulted for corporate, government and non-profit clients to improve annual plans, financial reports and budget forecasts with technology, data science and corporate finance.Outside of work, my interests include politics, neuroscience, foreign policy and basketball. I strive to keep learning everyday. My weekends often are consumed with reading the latest Economist magazine, catching up on a good book and spending quality time with my wife, our daughter, and our dog.During business school at The University of Chicago, I conducted research on investment strategies, focusing on momentum and value investing. I also created corporate finance models, focusing on LBOs, private equity deals and corporate strategy.