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As the manager of the Private Clients Group, David supervises a team that oversees investment portfolios for individuals who enjoy highly personal service without the typical management fees. After graduating from Lake Forest College in 1975, David began his investment career in the Capital Markets division at BankBoston. He covered institutional accounts, including trust departments, insurance companies and bank portfolios. Since 1986, David has focused on the investment needs of high net worth individuals and has developed an outstanding reputation among his sophisticated clientele. He is a member of the Municipal Bond Club of Boston and the Bond Club of Boston, is a licensed 7 and 63 registered representative and is a municipal securities principal. David is an active volunteer with the South Norfolk County Association for Retarded Citizens, serves on the Board of Directors of Summer Search and represents his town in the Massachusetts Bay Youth Lacrosse League. | 