David joined Clifford Swan in 2023 as Chief Operating Officer. Previously, he was Senior Director of a subsidiary of the global asset management company, Affiliated Managers Group, where he oversaw operations and accounting. His professional experience also includes leading audits of mutual funds and investment companies with Deloitte.

David uses his financial expertise to give back to his community, serving as Treasurer of a 501(c)(3) organization that provides food, school supplies, and sports equipment to orphanages and schools internationally. He also helped run an employer-sponsored financial education program for high school students.

In his free time, David enjoys composing and performing music. He also enjoys spending time outdoors with his family.