David brings financial leadership and advisory experience to his role as Wealth Strategist and Partner at Moneco Advisors. Since becoming an advisor in 2012, he has focused on helping individuals and families make informed financial decisions with clarity, confidence, and a long-term perspective.

His career spans investment banking, corporate finance, and private equity, giving him a broad foundation for advising clients on complex financial matters. He began his career in investment banking at Brown Brothers Harriman & Co. on Wall Street before serving as Treasurer and later as Chief Financial Officer at Timex Corporation. He also worked in private equity with Kohlberg Kravis Roberts & Co., where he gained valuable insight into business strategy, capital markets, and long-term financial planning.

He holds both the Chartered Financial Analyst® (CFA®) designation and is a Certified Financial Planner® (CFP®) professional, reflecting his deep technical knowledge and commitment to comprehensive financial planning. David earned his undergraduate degree in Economics from Harvard University and his MBA from Harvard Business School. He also previously served as President of the Financial Planning Association of Connecticut, demonstrating his leadership within the profession and dedication to advancing industry standards.

Based in our Fairfield office, David is committed to building lasting relationships and providing thoughtful, personalized guidance tailored to each client’s unique goals and circumstances.