Focus Areas
David enjoys partnering with financial advisors to help them identify opportunities to enhance client value and grow their practices.
Experience
Prior to joining Fiduciary, David was a Senior Fiduciary Strategist, supporting several broker-dealers. His previous experience includes serving as National Sales Manager for the third-party advisor channel at Wilmington Trust and Chief Administrative Officer, Chief Operating Officer, and National Sales Manager roles at Morgan Stanley Trust Company, where he helped develop the third-party trust advisor channel. David also worked at Merrill Lynch Trust Company in various positions from Administrative Trust Officer to Head of the Special Assets Division.
Community
Deanna Bottone Rose Memorial Scholarship Fund – President
Little League, Travel Baseball, and Travel Basketball – Coach
Personal
David enjoys time outside of work golfing and cooking. He lives with his wife in Lincroft, NJ and has three adult sons.
