As one of our newest Wealth Management Associates, David brings nearly 3 years of professional client-facing experience to Tennyson Advisory Group. Prior to his relocating to Dallas, he captained his collegiate golf team at Chestnut Hill College, where he earned a Bachelor's Degree in Business Administration and Management with a Concentration in Finance. During his time at Chestnut Hill, David also co-founded and served as president of the Business & Finance Club, demonstrating his leadership and long-standing passion for financial education, investing, and wealth management. Most recently, he worked as a Client Service Associate in the financial services industry, giving him a well-rounded perspective in delivering holistic client-focused solutions.
As an Assistant at Tennyson Advisory Group, David plays a key role in supporting the firm's financial planning process for our clients. He assists the advisory team with preparing financial plans, conducting investment research, and collaborating on client portfolio analysis. In addition, he works closely with our advisors to enhance the client experience by helping to ensure smooth plan implementation and addressing client inquiries.
Outside of work, David enjoys playing golf, ice hockey, and traveling to spend quality time with his family, particularly at the lake.