Director Retirement & Private Wealth
David joined Alpha Pension Group in 2013 and works with clients on an individual basis to help them pursue their investment goals. Whether it be through one-on-one consultations with plan participants or through client group education, David strives to help clients stay on the right track. He designs and provides guidance on investment strategies, asset allocation and risk diversification. David welcomes inquiries from plan participants and truly enjoys helping them on their path towards retirement readiness.
Prior to joining Alpha, David worked in private wealth management. During this time, he developed deep functional expertise while gaining broad exposure to business and client relationships, both valuable skills he brings to the Alpha team.
David enjoys stand-up comedy, reading, and sports. When not spending time with his family in Salem, you can find him catching up on the latest Dave Chapelle Netflix special.
Education
Amherst College, B.A. Pre-Law
FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Alpha Pension Group, Inc.