In his role as an Associate, Investment Strategy with Berman | Cresset, David assists with investment and operational manager due diligence and selection as well as portfolio construction and asset allocation decisions.

Previously, David served as an Associate Consultant at Greenwich Strategy, a boutique management consulting firm that works primarily for middle market private equity funds. Prior to his time at Greenwich Strategy, David spent three years as a Portfolio Management Analyst at SunTrust Banks and SunTrust Robinson Humphrey.

David graduated from the Georgia Institute of Technology with a Bachelor of Science in Business Administration degree with a concentration in Finance and a certificate in Accounting. David holds the Chartered Financial Analyst (CFA) designation.

Outside of the office, David can be found at an Atlanta sporting event, traveling to a new country, running, or spending time with family and friends.