Partner & Head of Private Capital
David oversees sourcing, due diligence, and execution of private capital investments. He formulates private capital budgets to facilitate customized private portfolios tailored to each client’s needs.
His investment career began at various hedge funds including Graticule Asset Management Asia, Fortress Investment Group, and Tudor Investment Corporation. More recently, David served on the University of Cincinnati’s Investment Office team, helping manage all aspects of the University’s endowment.
David is a graduate of the University of Connecticut’s School of Business with a degree in financial management.
David joined Constellation because of its client-focused mindset and desire to help families reach their aspirational investment goals. This aligned with his passion for identifying high-quality, unique private capital investment opportunities.
What Drives David
David actively serves the community through his involvement with the Cincinnati Zoo and Botanical Garden’s Ambassador Council and the University of Cincinnati’s Johnson Investment Counsel Student-Managed Fund Investment Committee.
David lives with his wife, young daughter, and dog in Cincinnati, Ohio. He is an avid non-fiction reader and practices the art of tsundoku.
Constellation Wealth Advisors
255 East Fifth Street, Suite 3000
Cincinnati, OH 45202