David’s collaborative approach, distinguished professional background, and technical knowledge position him as a skilled and respected specialist in the identification and implementation of sophisticated planning strategies.
David joins Baystate with over thirty years of experience in the financial services industry. He has a rich and well-rounded background working with prominent life insurance companies and respected investment management firms, supporting high net worth individuals and families, and business owners in achieving their goals and objectives.
David earned his Master of Laws degree in taxation from Boston University School of Law, his Juris Doctorate* from Western New England University School of Law, and his Bachelor of Arts degree from the University of Rochester.
*Not practicing on behalf of MML Investors Services, LLC or its affiliates.