David’s professional career began in 1982 when he obtained his CPA and worked as an auditor and then tax accountant with Price Waterhouse in Chicago. From 1985 to 2007 he was a financial advisor with Smith Barney, Inc., where he was a Senior Vice President and a member of the firm’s Chairman’s Council since 1990. He spent eights years as a Director at Credit Suisse Private Banking USA, before that firm left the U.S. He is currently a Senior Vice President at UBS Wealth Management. His clients include foundations, endowments, and high net worth individuals. He prides himself on taking a consultative approach in a product-driven industry.
David earned his MBA from Northwestern University’s J.L. Kellogg Graduate School of Management and a Bachelors of Science degree in Accountancy from the University of Illinois. He is also a graduate of the IMCA Chartered Private Wealth Management Program at University of Chicago and the Certified Investment Management Analyst Program at University of Pennsylvania’s Wharton School of Business.
David is founder of Illinois Fatherhood Initiative, the country’s first state wide non-profit fatherhood organization, whose mission is connecting children and fathers by engaging fathers in the Education of children. He is also founder of 21st Century Dads Foundation.
From 1993 to 1996 David was a Kellogg National Fellow with the W.K. Kellogg Foundation. He was one of 50 selected from a pool of more than 800 applicants to go through this three year interdisciplinary leadership program. He dedicated three months a year for three years and used his $36,000 grant to study “what motivates people to be philanthropic.”
David is currently a director of the Barrington Area Community Foundation; a member the University of Illinois Foundation President’s Council, Union League Club of Chicago, Illinois CPA Society, AICPA, Theta Xi National Fraternity, the Ancient Accepted Scottish Rite Valley of Chicago, Chicago Police Memorial Foundation, and Investment Management Consultants Association (IMCA). He was formerly a member of Habitat for Humanity’s International Board of Advisors.
He was recognized by Crain’s Chicago Business in 1994 as one of the “40 under 40” and by Registered Representative Magazine in 1995 as one of the country’s “Outstanding Brokers.” In 2000 he received the John Stanford Education Heroes Award from the U.S. Department of Education. In 2005 the Illinois CPA Society recognized David with its Distinguished Public Service Award. In 2007, he was recognized as one of three Fathers of the Year, by Illinois Fatherhood Initiative. In 2009, he received the Man of Distinction Award from Theta Xi National Fraternity and also completed the Wisconsin Ironman Triathlon. In 2012 he was also the recipient of Ellis Island Medal of Honor. In 2015 he cycled 2,300+ miles in 21 days from Santa Monica to Chicago as part of Dads Honor Ride and gave a TEDx Talk entitled Why We Need To Break The Cycle Of Father Absence. In 2016 he authored the book entitled 21st Century Dads: A Father’s Journey To Break The Cycle Of Father Absence and did another Dads Honor Ride from Boston to Chicago.
David and his wife, Peggy, have five children; Dave (26), Amanda (25), Emily (22), Charlie (21), and Addie (19) and live in Barrington Hills, IL. His interests include; reading, fishing, scuba diving and cycling.