With more than 30 years of experience in wealth advisory and institutional investment management, Dave leads MVIA’s investment strategy and client advisory services for individuals, families, and institutions on Martha’s Vineyard and in Falmouth. He is known for turning complex market insights into clear, practical strategies while building strong, long-term relationships with his clients.

Dave holds a Master of Science in Finance from Boston College and a Bachelor of Science in Management from Tulane University. As a Chartered Financial Analyst (CFA) charter holder, he brings institutional-level expertise and disciplined investment guidance to the local community.