Founding Partner, Managing Director, CFP®, CAP®
As a Certified Financial Planner™ and a Chartered Advisor in Philanthropy® certificate holder, David has built his expertise and reputation by servicing the complex needs of high net worth individuals and their families. David was named one of “America’s Top 1200 Advisors” in 2014 by Barron’s Magazine, which represents the top one percent of the wealth management industry. He was ranked twelfth in Oregon on the same Barron’s list.
David began his career in the financial services industry in 1998 with Merrill Lynch, after earning his BS in Finance from Oregon State University. He is a leader of the financial planning effort at Cable Hill Partners and sits on the Investment Committee. David enjoys spending time with his wife, Kelli and their daughters, Olivia and Mia, as well as traveling, training for Ironman triathlons, and furthering his knowledge of wine.