David joined Crestwood Advisors in 2026 and serves as Chief Financial Officer. As CFO, he oversees the firm’s financial operations, accounting, and strategic financial management, supporting Crestwood’s continued growth.

David is a financial executive with more than 25 years of experience in the wealth management and financial services industries. His expertise includes accounting, financial management, mergers and acquisitions, financial due diligence, and post-acquisition integration. Prior to joining Crestwood, David spent more than 10 years as a senior finance officer at Focus Financial Partners, where he led the financial diligence and integration process for mergers and acquisitions.

David resides in Long Island, New York, with his wife. Outside of work, he enjoys traveling, biking, and spending time at the beach.