Our Team

I founded Triad in 2008, after working for several larger firms including Neuberger Berman, Deutsche Bank, Scudder Investments and Bank of America. Having gained large firm experience, I wanted to set up a smaller firm focused on providing a higher level of service to a smaller base of clients.  After graduating with a Bachelor of Science degree in Finance I obtained an MBA from California State University, Long Beach. I’m also a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

My wife Tonina and I have been married 35 years.  We have two wonderful children, son Mathew (wife Jessica) and daughter Alyssa (husband Cameron).  We were blessed with our first grandchild Remi in November 2022.  I enjoy a variety of activities, including traveling, racing cars, riding off-road motorcycles, mountain biking, playing racquetball, skiing, and reading.

I joined Triad in 2013 after working at several larger investment management firms.  In between these roles, I founded a small investment firm which enabled me to bring my bigger firm experience to bear for my clients.  Triad provides me with this same opportunity but with added resources and capabilities.

I have a B.A. from Macalester College and an MBA from USC’s Marshall School of Business.  While at USC, I was one of a select group of students assigned to manage a portion of the University’s endowment.  I am a CFA charterholder and a member of both CFA Institute and CFA Society Orange County.  I’m also a member of CalOptima Health’s Investment Advisory Committee.  My wife Brooke and I have two sons, Charlie and Tommy. 

Click to Schedule a Meeting  Sign up for Dave’s 3 Things Email

I joined Triad in 2015. Before that I held various positions at Wells Fargo Advisors, Morgan Stanley and Smith Barney assisting clients and financial advisors. Prior to that I worked in public relations. I have a Bachelor’s degree in Speech Communications from California State University Northridge.

In my free time I enjoy swimming, walking, going to the gym and especially reading, belonging to 2 book clubs, one dedicated entirely to the works of William Shakespeare. I also enjoy cheering on the Los Angeles Lakers.