David McKelvey, CPA/PFS, is a Managing Director at CBIZ, specializing in tax planning and consulting for middle market companies and ultra-high net worth families. With over 30 years of experience, David's expertise spans various industries, including construction, real estate, manufacturing, and law. Previously, David held a partner position at Marcum LLP and Friedman LLP, and served as a board member for the Real Estate Institute at Stony Brook University from 2015 to 2024. David completed a Bachelor of Business Administration in Accounting at Western Connecticut State University.
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