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Managing Partner

David has been a member of the firm since inception and has been practicing in public accounting since 1991. He has extensive experience in all areas of federal and multi-state taxation, and is the partner in charge of the firms Transaction Advisory Group. David regularly advises firm clients on selling their business, mergers, acquisitions, and joint ventures. He gets involved at various stages of the transaction process, but focuses on early involvement in order to help maximize the financial results for his clients

Areas of Expertise

Tax | Consulting | Business Planning & Analytics | Transaction Advisory

Industry Specialties

Distribution | Life Sciences | Professional Services | Technology

Fun Fact

Dave's bucket list includes speaking in front of an audience of 1,000 people.


Suffolk University, BSBA
Bentley College, MST

Professional Associations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
North Shore Technology Council