The Washington Home
Dave is Managing Director & Senior Wealth Advisor at IBIO Capital. With more than 25 years of financial advisor experience, Dave manages the planning and investment needs for affluent families, individuals and non-profits.
He also collaborates with trusted professionals, including attorneys, CPAs, insurance specialists, and investment specialists for clients.
Dave has held successful tenures at global institutions such as Alex. Brown & Sons, its successor Deutsche Bank Securities, and Merrill Lynch.
Dave holds a Bachelor of Art in History from Denison University. And he is a Certified Investment Management Analyst (CIMA) — certification administered by Investment and Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. He also completed The Institute’s Endowments and Foundations program.
Currently, Dave is the chair of The Washington Home’s Governance Committee, and also serves on both the Investment and Finance Committees.
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The Washington Home
The Washington Home is a non-profit organization that provides funding to entities that create and deliver innovative, compassionate and well-managed programs to improve the quality of life for elderly and/or terminally ill residents in the Washington, DC metropolitan area.