David joined Adviser Investments in April 2014. As an account executive, he is responsible for being an internal point of contact for advisers to help communicate Braver’s strategies and drive business development. David achieved his CERTIFIED FINANCIAL PLANNER™ designation in December of 2016. He also makes regular television appearances on NECN in Boston.
Prior to joining Adviser Investments, David worked as a registered representative within the John Hancock Financial Network, as well as an investment consultant for FactSet Research Systems, and most recently as an associate for an LPL Financial adviser in Boston. He graduated from Babson College in 2010 with a B.S. in business management, concentrating in finance. David currently lives in the Charlestown neighborhood of Boston with his wife, Abigail, and their Dalmatian, Santino.