David is one of Gresham’s founders and spends his time overseeing the firm’s client service offering, advising client families, and serving on Gresham’s Operating Committee. As Director of Client Service, David oversees the firm’s client service team to ensure they utilize best practices and that their delivery of the firm’s services is consistent across all clients.
In his client advisory role, David’s clients include current and retired CEOs of public companies and he is intimately familiar with the unique financial, professional and personal issues they face. David uses his expertise and experience regarding compensation and benefits plans, wealth transfer planning and investments to benefit his clients, many of whom he has served for over 20 years.
Prior to Gresham, David advised high net worth clients at Brownson, Rehmus & Foxworth, Inc., and served as a senior manager in Ernst & Young’s personal financial planning group.