David is a Managing Director at iCapital where he is responsible for managing the firm’s Client Management activities for Enterprise Wealth firms.
Prior to joining iCapital, he was COO of Assets & Investments at Credit Suisse Private Banking Americas, where he was responsible for driving cross-product business development along with leading the consolidation and growth strategy for the firm’s investment advisory offerings. Prior to Credit Suisse, David was a Director in the Managed Solutions Group at Bank of America Merrill Lynch, where he headed the firm’s $200 billion Rep-As-Advisor investment advisory platform. Prior to Merrill Lynch, he was a Vice President at Morgan Stanley Wealth Management, where he served as Program Manager of the Rep-As-Advisor platform. David holds FINRA Series 7, 24, and 66 licenses, and a BS in Business Administration with concentrations in Accounting & Finance from Georgetown University.
