David is a Investment Consultant at Realized and works with investors by learning more about their unique financial picture and seeing if a DST or 1031 exchange is right for them.
Prior to joining Realized, David had 7 years of investment related experience at Fidelity Investments. In his time at Fidelity, David worked in an investment advisory capacity, as well as spent 3 years providing high net worth investors with fixed income solutions.
David attended Trinity College in Florida where he received his B.S. and was Cum Laude. In his down time, David enjoys anything outdoors and is an avid San Francisco 49ers, Giants, and Warriors fan.
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