David is a founding principal and Chief Executive Officer of Vivaldi Capital Management. David works with clients to build a financial plan that is customized to their needs. He has over 31 years of experience in the financial markets and is a member of Vivaldi’s Investment Committee. Prior to founding Vivaldi, David was a principal with FGMK Preservation Capital, where he specialized in analyzing and selecting Alternative Investments for high net worth clients.
In September 1999, he co-founded the Iron Partners LLC, a registered investment adviser with assets over $250 million, managing it until its sale in 2007. During the previous 15 years, David was a floor trader on the Chicago Board Options Exchange where he both traded and backed/trained over 20 traders employing his hedging strategies. David holds a BA degree in BA in Marketing from the University of Iowa.