About David
For nearly 25 years, David has focused his practice on investment management, tax and estate planning, and financial counseling.
Education and Professional Milestones
-James Madison University - BBA in business administration
-Boston University School of Law - JD
-Northeastern University - MBA and MS with a concentration in accounting
-Licensed Certified Public Accountant
-Admitted to practice law in Massachusetts
-Investment Adviser Representative (Series 66)
-Has worked as a tax specialist in the Boston office of KPMG LLP
For nearly 25 years, David has focused his practice on investment management, tax and estate planning, and financial counseling.
Education and Professional Milestones
-James Madison University - BBA in business administration
-Boston University School of Law - JD
-Northeastern University - MBA and MS with a concentration in accounting
-Licensed Certified Public Accountant
-Admitted to practice law in Massachusetts
-Investment Adviser Representative (Series 66)
-Has worked as a tax specialist in the Boston office of KPMG LLP