David provides wealth management and comprehensive financial planning advice to clients including corporate executives, doctors, business owners and retirees. Prior to joining Kovitz in 2013, David was a Financial Planner for high net worth clients at The Ayco Company, L.P., a Goldman Sachs Company. He received a Bachelor of Science in Honors Finance from DePaul University in 2010. David is licensed with FINRA under Series 7 and 66. David is a CERTIFIED FINANCIAL PLANNER™ professional. David lives in Chicago, IL with his wife, Renee and dog, Jack. In his spare time, he enjoys cycling and cooking.