Managing Director, Wealth Advisor
With more than 20 years of experience in the family office space, Dave can help families navigate the planning and decisions that come with wealth and help you live a life that is rich in every way.
Dave joined Cresset Asset Management as a Partner and Managing Director in 2019. In addition to advising high-net-worth families, Dave serves in several senior leadership roles within Cresset. Before joining Cresset, Dave was a principal at a multi-family office wealth management firm for eighteen years, where his responsibilities also included chief operating officer and chief marketing officer. Early in his career, Dave built and sold two businesses in the health care field. Dave earned degrees in Business Administration and Public Policy from Carthage College.
Dave and his wife Claudia reside in Chicago and have two successfully launched children. Dave and Claudia are active in community affairs and serve on several boards, sharing their experience and passion for life.