David is our most senior and most accomplished investment professional. He has over 30 years of experience advising clients within banks and credit unions. He been helping Hanscom customers since 2003, and he very much enjoys putting that experience to work on their behalf.
He has helped several hundreds of investors over the years by learning all about each client’s needs, building individual relationships based on professionalism, collaboration, attention to detail, and follow-through, over many years.
The expertise that comes with successfully guiding clients through many turbulent financial cycles cannot be understated. David’s trademark calm demeanor, and his penchant for investment strategies reflecting common sense, flexibility, and meticulousness have helped multiple generations of families in pursuit of their goals.
It is a tribute to the high quality service and care that David provides that he has so many clients, and their families, that have worked with him for decades.
He is a lifetime New Englander and loves working and living in this area, and especially cruising and fishing the waters of coastal New England. David strongly believes in giving back and is a big supporter of local charities. He also delights in spending time with his family and grandchildren.
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