David Paley

David is a Partner Advisor with AdvicePeriod. He has over twenty-five years of experience in financial services as a trusted advisor to high-net-worth individuals and family offices. Through David’s broad and deep financial expertise, technical acumen, solutions-based approach, and ability to drive processes, he has earned the trust and loyalty of clients. David specializes in working with law firm partners and senior corporate executives.

Prior to joining AdvicePeriod, David was a Managing Director, Senior Client Advisor, and the Deputy Chief Investment Officer of KLS Professional Advisors (currently a division of Boston Private), a Registered Investment Advisor that advises on approximately $7 billion of client assets. In addition to his leadership role on the investment committee, David was a trusted advisor and team leader providing technical and integrated solutions to individuals and families across all aspects of wealth management; investment management, financial and retirement planning, trust, and estate planning, insurance, and philanthropy.