Director, Personal Financial Services, PricewaterhouseCoopers LLP
Dave is both a CPA and CFP® and has been a member of PwC's Personal Financial Services (PFS) practice for the past 19 years. During that time, he has served high net worth individuals, business owners and their families, and corporate executives throughout the country. Dave has extensive experience managing and reviewing complex individual and fiduciary income tax returns for law firm partners, private equity owners, and hedge fund managers. He advises these clients on a wide range of issues, with a primary focus on income tax reduction and financial planning strategies. He also assists clients in all areas related to their personal wealth; including creating personal financial, investment, and retirement plans, and advising on asset allocations, insurance coverage, and other estate and gift tax matters. Dave is a frequent speaker on tax and retirement planning strategies.
Dave is a graduate of Pennsylvania State University and New York University.