David joined the MONECO Advisors team, in the Fairfield office, in July 2023. He developed an interest in finance at a young age, having been inspired by his grandfather who had a decades-long career in finance. David fondly remembers many wonderful conversations with his grandpa about investing and financial planning. He attended Fairfield University’s Charles F. Dolan School of Business, where he studied finance and business analytics. Throughout college, David had multiple internships in the wealth management and financial planning space, including two semesters at MONECO. It was those two semesters in particular that solidified his passion for helping people achieve their financial goals. David graduated Summa Cum Laude from Fairfield University in the spring of 2023. David aspires to earn his CERTIFIED FINANCIAL PLANNERTM designation and become a financial advisor.
Get to Know David...
Favorite part about working at MONECO: The welcoming, professional and client-centric dynamic.
Favorite thing to do outside of work: Cooking, listening to music, hiking, spending time with friends and family (especially the dog!) and anything to do with cars.
What I enjoy most about what I do: Being able to use our expertise to build relationships and help clients be financially secure.
Biggest challenge: Determining the best way for the team to approach each client's unique needs.
Quotation: “If I have seen further, it is by standing on the shoulders of giants." - Isaac Newton
Vacation: French Riviera
TV Show: Game of Thrones
Music: Classic Rock
Sports Team: New York Giants