Best Part of My Job
David joined Cornerstone Advisors in 1995 from Palmer, Groth & Pietka. Dave is responsible for all aspects of Cornerstone's real estate investments, including strategy, research and risk management. Dave enjoys discovering truly unique investment opportunities, building premier relationships within the investment community and delivering investment opportunities to our clients so that they can achieve their financial goals.
Three Words That Best Describe Me
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Responsible
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Diligent
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Thoughtful
Practice Emphasis
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Real estate analysis
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Real estate fund management
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Coordination of investment valuation and accounting for Cornerstone's non-traditional investments and partnerships
Ongoing Results
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Created and managed real estate (commercial and multi-family) investment fund of approximately $60 million. This vehicle provides a diversified investment of 15 commercial properties across multiple states.
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In addition, oversee 17 separate (non-fund) investment properties with combined client equity investment in excess of $50 million.
Education
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Seattle University Albers School of Business, Master of Science in Finance
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University of Washington, BA in Business Administration
Professional Affiliations
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Cornerstone Advisors Board of Directors, 2007 - 2008
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Cornerstone Advisors Investment Policy Committee
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Urban Land Institute
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Shareholder of Cornerstone Advisors
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Dave was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2008, 2009 and 2010, an annual award bestowed upon select Seattle wealth managers.
Where To Find Dave When He Is Not At Work
Dave's family is always in motion and enjoys pursuing new adventures together. You might also find him on the golf course or supporting Husky athletics.
The Cornerstones of Dave's Life: His family and community.
Best Part of My Job