David is a managing partner and one of the founders of Burnham Harbor Private Wealth. Before founding Burnham Harbor, he worked at Merrill Lynch for over 16 years.
With almost two decades of experience, David works with affluent individuals and families in the pursuit of their unique financial goals. He is committed to helping clients achieve peace of mind through our team’s collective insight, wisdom, and the unique perspective we offer.
David received his Bachelor of Arts degree in economics from the University of Northern Iowa and a Master of Arts in finance from École Supérieure de Commerce de Rennes in Rennes, France. He holds the Chartered Financial Analyst® (CFA®) designation and is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
David resides in the Bucktown neighborhood of Chicago with his wife, Adrienne.