Dave is an owner and managing director of WMA, and serves as a senior advisor on the WMA Investments Policy
Committee. With more than three decades of industry experience, he applies sound asset management to guide both
businesses and individuals to pursue their financial goals.
Dave’s depth of experience and exceptional track record in portfolio management and employer/employee retirement
planning have helped individuals and businesses work toward a solid financial future.
Dave is a graduate of Rutgers University, where he earned a Bachelor of Arts in Accounting. During his free time, he and
his wife, Melissa, love spending time with their growing number of grandchildren.