YOUR LIAISON

 I bring a rock & roll spirit to Wall Street. I've been blessed to work with music's biggest icons and have a keen understanding of what drives talent, on and off stage. At your service when it counts, cheers - Dave 

Partners include Ameriprise Financial, Cambridge Investment Research, Commonwealth, IEQ Capital, LPL Financial, Raymond James & Associates, Rockefeller Capital Management, The Royal Bank of Canada, Steward Global Partners & The Universal Bank of Switzerland.