David is the Founder and Chief Executive Officer of CIO Group, a next-generation wealth management firm. CIO Group utilizes transformative, data-driven wealth solutions to materially improve investment portfolio outcomes for family offices and UHNW clients.

David previously served as the Chief Investment Officer at Citi Private Bank where he was responsible for the development and oversight of Citi Wealth's $190 billion investment platform, including Citi Investment Management, Citi's core discretionary investment management business. Prior to joining Citi, David's experience included serving as President of Bank of America's Alternative Investment Solutions and co-founding Martello Investment Management, a hedge fund-of-funds.

Known for his disciplined approach and market insights, David has been a trusted voice in wealth management, frequently featured on CNBC and Bloomberg, and in publications like the Wall Street Journal and the Financial Times.