David became part of the Matter team in 2017. During his prior career at Granite Investment Advisors in Concord, New Hampshire, David helped develop a financial planning practice to complement the firm’s existing investment work with its clients. He also supported the marketing and business development efforts. At Matter, he is known for stepping in to assist with projects big and small both related to our clients and our firm.
David graduated from Vanderbilt University with a BA in Economics and Corporate Strategy. In addition to being selected as one of four undergraduate students to serve as Teaching Assistants for a microeconomics course, David participated in several internships that prepared him for his career in wealth management. As he makes the transition from New Hampshire, he looks forward to continuing many of the activities he enjoyed there in his new community of Denver, including hiking, skiing and photography. He plans to keep traveling as well, especially as it relates to keeping up with his favorite teams: the New York Mets and the Giants.