David is a Wealth Advisor and Partner at Vivaldi focusing on helping clients determine financial needs and goals. His experience as an independent Market Maker on the Chicago Board Options Exchange for 25+ years results in a deep understanding of risk management and how to achieve investment decisions in times of uncertainty and market disruptions. Keeping abreast of personal and financial life changes for clients and utilizing Vivaldi’s team approach, David aims to exceed expectations in all aspects of the client experience.
While at the CBOE David served on the Equity Allocation Committee and Nominating Committee then latter as Chairman during periods of tremendous growth and challenges.
When not working with clients David serves as Varsity Softball Coach at New Trier High School in Winnetka, IL and serves as a Director on The Margaret Baker Foundation Board.