David joined RPSI in 2021 after a combined 16 years with MassMutual as a top Retirement Plan Wholesaler and Merrill Lynch as a Financial Advisor specializing in Qualified Retirement Plans, Discretionary Portfolio Management, along with Alternative and Syndicate Investments. Prior to that, he was a Partner at a boutique Advisory & Intermediary firm specializing in M&A and raising debt and equity financing for early-stage technology and defense companies.
With RPSI, he is responsible for driving the firm’s growth via products and services offered through the Financial Advisor channel. He leverages the expertise and depth of the RPSI team, and deep relationships with leading recordkeeping partners and other industry experts to provide efficient and cost-effective solutions that enable advisors and their corporate and not-for-profit clients to achieve their retirement plan-related business and financial goals.
David is a graduate of Marshall University with a B.A. in International Affairs. Additionally, he studied abroad at Universidad Nebrija in Madrid, Spain. David has obtained the following industry designations: Chartered Retirement Plans Specialist from the College of Financial Planning, Cash Balance Consultant from Kravitz, and Certified Plan Fiduciary Advisor from National Association of Plan Advisors.