Director, Investment Property Wealth Management™
David is a Director of Investment Property Wealth Management™ at Realized, helping investors build a personalized investment plan that is designed to maximize after-tax cash-flow, mitigate capital gains and is best-suited to their unique situation.
Prior to joining Realized, David spent 7 years at Fidelity Investments, gaining experience as an investment advisor, including 3 years providing high net worth investors with fixed income solutions.
David attended Trinity College in Florida where he graduated Cum Laude with a B.S. degree. In his down time, David enjoys anything outdoors and is an avid San Francisco 49ers, Giants, and Warriors fan.
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