David’s analytical nature and love of numbers make him the ideal portfolio analyst for Financial Foundations. He heads the investment research process and works closely with the team to help manage and monitor portfolios to ensure they fit each client's needs. David is also an integral member of the firm's investment committee and acts as a liaison with institutional partners.
David joined Financial Foundations in 2015 as an associate advisor and Registered Representative of Commonwealth Financial Network®. David graduated from the College of the Holy Cross where he majored in economics with a concentration in environmental studies. While at Holy Cross, he rowed on the varsity crew team and coached the St. John’s High School junior varsity crew team.
In accordance with FINRA regulations, David has earned his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network in addition to his producer life insurance license. David has also obtained the Accredited Investment Fiduciary® designation. He is currently a candidate for CFA® and CFP® certifications.
David lives with his fiancée, Briana, in the Metrowest area. David grew up in Webster, Massachusetts, he enjoys traveling and is an avid car enthusiast.
Dave can be reached at email@example.com or 508.620.1000 x255