David is an Investment Advisor at Colony Family Offices. He helps manage Colony’s investment process and works closely with client families to develop, implement and monitor customized portfolios. David originally joined Colony as a Financial Analyst and has over 11 years of experience in the investment industry.

Previously, David was a Supervisor and Senior Fund Accountant at Citco Fund Services, where he was responsible for all accounting functions and preparation of financial statements, partner allocations, income flow, and oversight of fund operations. Prior to Citco, David was a Senior Fund Accountant at SEI Investments in Oaks, Pennsylvania, where he serviced the accounting and financial functions for hedge fund of funds, directly traded, and private equity structures.

David is a graduate of Drexel University in Philadelphia, Pennsylvania, where he received his Bachelor of Science in Business Administration with a Finance concentration.