Media
No items found.
Words to Live By
Client Experience Professionals
Team Members
No items found.
About
David serves as Chair of the Farther Investment Committee and also advises a select group of clients. With over 25 years of experience working with high-net-worth families, entrepreneurs, and executives, David brings particular expertise in managing multi-asset portfolios of public and private investments. He has spent his career helping clients successfully structure, execute, and implement complex planning strategies.
David was an advisor at Goldman Sachs for 21 years, prior to co-founding DG Wealth Partners, an independent RIA in 2017. DG Wealth Partners merged with Farther in 2022. David and his wife, Helen, live in Palm Beach Gardens, Florida, with their three children.