Partner and Chief Investment Officer
David created the first automated arbitrage and trading systems for Exchange Traded Funds (ETFs) at Morgan Stanley. Under David’s leadership, all equity electronic market making portfolios, portfolio trading risk, and index arbitrage were brought under one global function.
David was also the Head of Global Portfolio and Program Trading, Head of Latin American Equity and Derivatives Trading, Head of European Automated Market and Making, and Head of Macro Proprietary Trading at Morgan Stanley.
David’s business acumen, passion for helping people achieve goals, and dedication to client success propelled him through the ranks at Morgan Stanley. In 1998, he was named Managing Director, the youngest in the firm at the time.
In 2003, David joined Lehman Brothers, where he spent two years as Managing Director, Head of Equity Trading Technology and Strategy.
An entrepreneur at heart, he founded, advised or invested in many startups. In 2006 he founded The Panelist, an online magazine focusing on socially conscious investing. In 2008 he co-founded Kapitall, a financial technology focusing on making the process of financial education fun and easy. Today he advises a diverse variety of companies in fashion, healthcare and financial technology. David consults with startup hedge funds; helping to fund media and tech startups, and spends time working with school children to connect economics, math, corporate structure and the stock market.
David has served on many boards including: Dining Entertainment Group (Brother Jimmy’s BBQ), New World Foundation, Green Drinks NY, MedicalRecords.com, Groupe NYC, clothier Seize sur Vingt and Performance Space 122.
David holds a Masters in Public Policy from Harvard’s Kennedy School of Government. In 1988, he graduated 6th in his class and received BA with honors in Economics from Pitzer College in Claremont, California.
David now lives in the Berkshires of Massachusetts with his wife, Natalie, and their children Rose and Craig.