Dave is a Senior Managing Partner with CrossBridge. He focuses on comprehensive wealth management, including financial planning, investment management, retirement income planning, estate planning and insurance.
Dave received an MBA in Finance and Accounting in 1987. He obtained the Certified Investment Management Analyst (CIMA®) designation in 2003, the Certified Financial Planner (CFP®) designation in 2006, and the Accredited Investment Fiduciary (AIF®) designation in 2013.
Dave serves and financially supports inner-city Christian ministries. He is married to his wife, Jennifer. They have 3 grown children, Matt, Katherine and Colleen, and 2 grandchildren, Oliver and Charlotte. He enjoys spending time with his family, traveling, and hiking.