David is a Financial Advisor, and came to Baird with his partner Alex, in September 2011.
He specializes in financial planning, portfolio analysis, and corporate & executive services. Together with his team, David provides customized investment and planning advice tailored to the specific goals and needs of each individual client. Their team work with clients through multiple stages and transitions of their private and professional lives.
Prior to joining Baird, David worked at Credit Suisse Private Bank and Jefferies & Co. He is a graduate of Cal Poly, San Luis Obispo.