Team Member

David is a Private Wealth Advisor and Portfolio Manager at Wick Capital Partners, where he specializes in advising high-net-worth and ultra-high-net-worth families on complex wealth management strategies. As a CERTIFIED FINANCIAL PLANNER™, he delivers a comprehensive, highly customized approach that integrates sophisticated portfolio construction with advanced tax planning. David is known for designing institutional-quality investment portfolios tailored to each client’s unique objectives, with a focus on maximizing after-tax returns and preserving multigenerational wealth.

Drawing on his experience working closely with affluent families, David brings a nuanced understanding of the challenges and opportunities that accompany significant wealth. David serves on Wick Capital Partners investment committee and previously served on the investment committee and leadership team of another nationally recognized Registered Investment Advisor.

Outside of his professional work, David enjoys spending time with his wife and their two children in Wilmington, Delaware.  

Credentials/Designations: 

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Retirement Planning Counselor (CRPC®)

Professional Experience: 

• Private Wealth Advisor & Portfolio Manager, Wick Capital Partners 
• Financial Advisor, Perspective Financial Group
• Private Wealth Manager, Brandywine Oak Private Wealth
• Registered Client Associate, Merrill Lynch 

Undergraduate Degrees: 

• Wilmington University, Bachelor of Science, Finance

Organizations:

• Delaware Estate Planning Council