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About Me

Prior to founding DPR Dave led a successful high net worth wealth advisory practice at Morgan Stanley.

Before that, Dave was a Managing Director of a leading global research company, and part of the management team that took it public in 2004.

He was also head of finance for a business of Dun & Bradstreet, and managed a property of Thomson Reuters. He also managed a foundation endowment as Investments Director, and served as consultant to a leading hedge fund, Pequot Capital Management.

Dave is a lifetime supporter and 20+ year former board member of JRF, a Catholic foundation that hosts urban middle school programs at its Adirondack summer camp.

A native of Lake Placid, NY, since 1996 Dave and his wife Pam have been active in the Fairfield County, CT community where they raised their 3 children.

As Board Chair Dave led the launch of, a successful non-profit urban youth education and tennis program. He was also among the founders and served as Chairman of the Board of Fairwest, a high school sports league with teams from Manhattan, NY to New Haven, CT.

A football halfback and Division I college baseball shortstop, Dave Captained and played the 1 Position for Fordham's D-I Varsity Squash team, and was later ranked number 1 in the U.S. age 45+. He enjoys history, travel, spending time with family and friends, and almost anything outdoors. 


-         MBA, Cornell University, Finance & Investments

-         BA, Fordham University, Economics

-         Series 7, 66 / NMLS#: 1687372