Dave joined Clearstead in 2023 as a Managing Director. Dave works with both institutional and private wealth clients.

Prior to joining Clearstead, Dave was a Financial Consultant, Senior Institutional Consultant, and Institutional Plan Fiduciary Consultant at Legacy Strategic Asset Management of Wells Fargo Advisors. He also previously served on an advisory team with Wells Fargo Advisors. Before entering the financial services industry, Dave spent nine years in the NFL as a player with The New England Patriots, The Cleveland Browns and the St. Louis Rams. Dave has a Bachelor of Arts degree in Political Science from Syracuse University with an emphasis in International Relations. He has also earned the credential as a Certified Fund Specialist (CFS®). Dave has volunteered his time with Disabled American Veterans, Hunt of a Lifetime, and the Spina Bifida Association.