Director of Wealth
Dave co-leads the Wealth Management Solutions Group at Parametric, responsible for business development and client service in the RIA and family office market. He began his career in the investment management industry with Eaton Vance in 1994. He was previously vice president of Eaton Vance Distributors and national sales director in the firm’s Advisory Services Group. Dave earned a BS from Syracuse University’s Whitman School of Management and an MBA from Babson College’s F.W. Olin Graduate School of Business. He holds the Certified Financial Planner (CFP®) designation and Series 6, 7, 24, and 63 FINRA licenses. He is a CFA charterholder.