David concentrates on portfolio management and advanced financial planning strategies, bringing deep fixed income expertise to the construction and oversight of client portfolios. David holds the Certified Financial Planner™ (CFP®) certification and takes a holistic approach to advising clients on investment, tax, estate, and broader financial planning strategies.
David joined Baird in 2006. Prior to Baird, he was a Principal at a Chicago-based investment firm, where his responsibilities focused on fixed income portfolio management for two mutual funds as well as several institutional bond portfolios. Earlier in his career, David managed a five‑trader bond department, experience that further shaped his disciplined and risk‑aware approach to portfolio construction.
David has been named a Forbes Best‑in‑State Wealth Advisor consecutively since 2020. He is a graduate of Northern Illinois University. He resides in Wheaton, Illinois, and Sarasota, Florida. Outside of the office, he enjoys playing golf and flying. A private pilot, David is actively involved with Angel Flight, a nonprofit organization dedicated to providing free air transportation for individuals in need of medical care.