David is an Investment Advisor Representative with WELLth Advisory Services. He is Managing Director, Great Lakes for Strategic Retirement Partners. David is responsible for the selection, monitoring, and ongoing due diligence of client investment menus. He is a specialist in asset allocation, diversification, and alternative investments. David collaborates with plan sponsors and participants to build a customized plan that helps provide each employee a clear path to a successful retirement.
Before joining Strategic Retirement Partners, David spent eight years at Goldman Sachs Asset Management. While in their Retirement Services Group, David worked with top consultants to provide investment solutions aimed at diversifying risk and improving long-term outcomes for retirement plan clients. On their Institutional Client Service team, David was relationship manager for numerous corporate treasury departments and provided daily support for their balance sheet cash investments.
Prior to his time at Goldman Sachs, David taught high school math and physics and coached freshman basketball for five years. Dave earned his MBA from the University of Chicago - Booth School of Business, and Masters in Education and BS in Mathematics from the University of Notre Dame. He is an investment advisor representative.
Dave resides with his wife and three children in Des Plaines, Illinois.
What is your favorite quote?
“Do ordinary things with extraordinary love.” - Mother Theresa
What is your favorite hobby/what do you like to do in your free time?
Coaching. Great to see kids improve individually, learn teamwork, gain confidence, and learn to love a sport. Coaching is one of the most fun forms of teaching.
If you could only eat at one restaurant forever, what would it be?
Dunkin' Donuts