Senior Vice President &
Portfolio Manager

David joined MCM in 2020 and is based out of the Bonita Springs, Florida office. Prior to joining the firm, David served as a Senior Vice President at Ascendant Wealth Management. He began his investment management career in 1984 with Northern Trust Bank in Sarasota, Florida, before moving to Naples, Florida in 1999 and joining Ascendant. He holds a BA in Economics and History from Williams College in Massachusetts. David focuses primarily on portfolio management and financial planning.

David resides in Bonita Springs where he has lived and coached youth sports for over 25 years. He enjoys spending time with his children, who are native Floridians and live in Tampa and Orlando.