1 year ago
CAPTRUST Continues Rapid Growth with Addition of $1.4 Billion Long Island-Based FCE Group
Financial consulting firm FCE Group, headquartered in Long Island, New...
David became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. He serves as a principal, financial advisor, with extensive knowledge of the wealth management process, having lectured on these topics at both New York University and Adelphi University, in addition to appearing on CNBC and Fox News.
David is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.
He served as chairman of FCE Group since its founding in 1981. Prior to forming FCE Group, David was employed by NatWest in the corporate banking department.