David is a Senior Vice President, Senior Financial Advisor and has been with Merrill Lynch Wealth Management since 1992. Prior to joining Merrill, he had almost a decade of experience in the real estate and mortgage industries.

As a Financial Advisor, David develops strategies for high net worth individuals, their families and businesses. In order to assist clients in pursuing both short-term and long-term goals, he takes time to listen and review each client's financial situation, preferences and concerns. He then offers recommendations for investments and asset allocation designed to reflect each client's income and growth expectations. He follows up with discussions covering a wide range of opportunities which may include investments, lending, tax considerations, college planning, retirement and estate planning services.

David is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

David graduated Dartmouth College, with a BA, in 1976. He attended Technion-Israel Institute of Technology for graduate studies. In his spare time, David enjoys music, reading and bicycle riding. He resides in New York City, with his wife Pearl. David and Pearl have three adult sons.