With over two decades of experience in family office, wealth management, and client service operations, David leads our team of Relationship Managers, ensuring every client need is met with precision and care. David is committed to elevating the client experience with his ability to foster meaningful relationships and deliver tailored solutions. His expertise encompasses strategic operational management, team development, and the implementation of efficient systems to optimize service delivery and drive successful outcomes for clients.
Before joining Beverly Hills Private Wealth, David served as a Senior Manager of Client Operations at Mariner Wealth Advisors, leading a multi-family office team dedicated to the ultra-high-net-worth segment. There, he was instrumental in enhancing operational efficiency, advancing technology integrations, and nurturing relationships with custodial partners while delivering outstanding client service.
A native Angeleno, David earned his B.A. from California State University, Northridge. Outside the office, he enjoys spending time outdoors, swimming, and exploring the world with his wife, Stephanie, and their daughter, Maeva.