David began his investment industry career in 2004 at UBS and joined Stifel in 2025. He uses his knowledge and experience to serve high-net-worth families and corporate stock option benefit plans. David has spent his career developing and implementing personalized investment programs for corporate executives and professionals aligned with their financial goals.

David believes customized wealth management planning is the keystone to delivering personalized wealth management strategies that help clients pursue liquidity needs, address the challenges of longevity, and consider the legacy they wish to leave to the next generation and their communities.

David earned a B.A. in Economics from Brown University and an MBA from the University of Texas. While at Brown, he was a Second Team All-Ivy League football player and a member of Sigma Chi. David was also selected to participate in the Epson Ivy Bowl in Tokyo, Japan. David is a member of the Houston Racquet Club, where he enjoys playing tennis, and the past president of the Brown Alumni Club of Houston.

Outside the office, David resides in Houston and enjoys spending time with clients and attending Clemson football games, where his daughter, Sara Cate, attends college.