David holds a brown belt in Shotokan karate—the second highest ranking in their system.
Joined Lido: 2022
Homebase: New York City
Professional Focus: David is dedicated to providing comprehensive wealth management solutions that are individualized, innovative, and creative, employing disciplined strategies designed to optimize each client’s financial position.
Education: B.S., Psychology, Touro College – NYSCAS
Personal Facts: Outside of work, he enjoys biking, martial arts, and spending time with his children. David was a New York State certified EMT, holds a brown belt in Shotokan karate (the second highest rank in their system), and serves as a board member at his synagogue.
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