Dave is the founder and CEO of Daintree Advisors, a multi-family office based in Boston. Before founding Daintree in 2010, he was regional managing director for Calibre Advisory Services, a $16B multi-family office within Wachovia Bank. Prior to Calibre, Dave was the founder and CEO of another multi-family office, Tanager Financial Services, which he sold to Wachovia in 2004. Dave began his career in financial services at Price Waterhouse where he was the lead personal tax and financial planning advisor in their Boston office. Dave is energized by working with families to identify what is truly important to them and how to achieve it.

Dave earned a Masters of Management as an Austin Scholar from the Northwestern University J.L. Kellogg Graduate School of Management, and a B.A. from Wesleyan University. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Dave and his wife, Ellie, live near Boston, MA, USA and have two adult sons. Dave enjoys cycling, birdwatching, gardening, and charitable interests, including Gordon College.