Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Dave specializes in providing individuals and families with comprehensive wealth management, including integrated financial planning and investment strategies to help grow and protect wealth. Prior to joining Mariner, he was a client relationship manager at Morgan Stanley Dean Witter and previously worked for Mellon Financial Corporation as a defined benefit analyst.

Dave holds a bachelor’s degree in economics from Rutgers University. He is a member of the Financial Planning Association.

Personal Interests

Dave likes to golf and travel.