David Guterman

David Guterman possesses extensive experience in financial advisory and risk mitigation, serving as the Principal and Private Client Financial Advisor at Guterman Organization since January 1997, with a focus on insurance solutions for trustees, fiduciaries, and high net worth individuals. In addition to this role, David is an advisor at Blockpoint Systems, Home Equity Securities, and a principal at Cork and Cask Enterprises, offering expertise in innovative database platforms, residential equity solutions, and wine/spirits consultancy, respectively. Previous positions include financial consulting at Bank of the West and Bank Leumi USA, along with roles at New England Financial and Morgan Stanley, all concentrated on advising high net worth clients. David's academic background includes an MBA in Applied Mathematics and Finance from Columbia Business School and dual SB degrees in Management (Finance) and Russian Language and Literature from the Massachusetts Institute of Technology.