Insurance Strategies
English
Dave has more than 20 years of experience in the financial and investment advisory business. Before transitioning to the traditional asset management industry, he began his career working for a large commodity futures and options trading firm. His passion for the financial services business started early, when he had the opportunity to see first hand how individuals close to him benefited from professional wealth management guidance.
Before joining MassMutual Greater Philadelphia, Dave held several senior wealth management and business development roles in the industry, serving as the primary contact for those firms' institutional investment advisory platforms. He also spent several years working with alternative investments, helping advisors and clients incorporate alternative investment strategies into their portfolios. Dave has served on several investment committees and frequently presented at industry conferences.
As an Investment Specialist and Director, Dave is integral in growing MassMutual Greater Philadelphia’s investment business.
Dave graduated from Rider University with a BS degree in Finance and a concentration in Accounting. He currently holds FINRA Series 7, 63, and 65 registrations and successfully completed his Series 3 commodity futures and options exam. He currently resides in Bucks County, PA with his family.
CRN202708-7148321
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