Partner, Founder & President
David is one of Gresham’s founders and oversees the firm’s client service offering, advises client families and serves on Gresham’s Operating Committee. As Director of Client Service, David oversees the firm’s Client Service Team members 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 serves current and retired CEOs of public companies and he is intimately familiar with the particular 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.
- B.A., Psychology, University of Pennsylvania College of Arts and Sciences
- B.S., Marketing, The Wharton School of the University of Pennsylvania
- M.B.A., Finance and International Business, Northwestern University Kellogg School of Management
- Personal Interests: Travel, theater and collecting wine