Prior to joining Fortis Lux Financial, David held the position of Vice President/ Investments at Wells Fargo Private Wealth Management where he focused on Investment Management, Retirement Planning and Estate Planning. Having worked at Morgan Stanley, David combines his strong analytical background with his advanced degrees in Economics and Energy and the Environment, to provide comprehensive financial planning for individuals and families. Utilizing his 15 plus years in the industry, he is excited to be at Fortis Lux Financial where he believes he can hone his investment expertise to better serve his clients.
As a Distinguished Toastmaster and an active member of the National Speakers Association, David enjoys educating people on all areas of the capital markets. An avid marathoner and a trained Chef, David works with Non-Government Organization Amma to provide healthy meals for people in need.
He lives in New York city with his partner when he is not traveling to the Caribbean.