Best Part of My Job
David joined Cornerstone Advisors in 2004. He brings more than 15 years of experience managing wealth for individuals, families and institutions. David's practice focuses on executives, families with multi-generational wealth and on the special needs of newly-divorced individuals. David gains the greatest satisfaction in providing thoughtful and customized wealth, risk and portfolio management solutions for his clients that address all aspects of their financial lives. Prior to joining Cornerstone, David was a partner with Morgan Stanley's Private Wealth Management group in both San Francisco and Boston.
Three Words That Best Describe Me
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Honest
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Compassionate
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Reliable
My Clients Include
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Senior Executives and Entrepreneurs
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Families with concentrated assets
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Families with multi-generational wealth
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Divorcees
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Trusts, Family Partnerships, Private Foundations, Endowments and their respective beneficiaries
Practice Emphasis
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The design of customized portfolios, with an emphasis on complex multi-generational portfolios, trusts, and private foundations
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Concentrated stock and stock option strategies
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Budgeting, debt reduction planning and cash flow feasibility/planning
Ongoing Results
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Created integrated/holistic wealth management plans to meet the needs of affluent families
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Directed successful generational wealth succession strategies for families, and coordinated complex estate planning techniques
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Planned and coordinated tax strategies within the context of portfolio management
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Facilitated strategic modeling, investment portfolio analysis, cash flow planning and property settlement in marital dissolutions
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Maximized the value of stock option exercise strategies for senior executives
Education
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University of Washington, BA in Political Science and Economics
Where To Find David When He Is Not At Work
David enjoys the outdoors and can often be found golfing, hiking or mountain biking. He also enjoys activities with his family and friends and volunteering in his community.
The Cornerstones of David's Life: His wife and family.
Best Part of My Job