David Raphael is a seasoned finance professional with extensive experience in advisory and client services roles. Currently serving as a Senior Advisor at Klingenstein Fields Advisors since October 2025, David previously held positions at Yieldstreet in the Private Client Group from January 2023 to September 2025, and at Klingenstein Fields Advisors from June 2019 to December 2022 as Director and Senior Advisor, as well as Senior Analyst and Client Advisor. Prior experience includes roles as a Senior Analyst at The Solaris Group LLC and as an Analyst and Fund Accountant at Capstone Investment Advisors. Early career experience involved working as a Tax Associate and Financial Services Tax Intern at KPMG, and as a Summer Analyst at Wells Fargo. David holds a Master of Accountancy in Taxation and a Bachelor of Business Administration in Accounting from the University of Georgia - Terry College of Business.
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