Senior Vice President–Wealth Management
David is a Senior Vice President of Investments at our firm's Melville, New York, office. He started in the financial services industry in 1991, and prior to joining our firm in 2000, was a Vice President and Senior Financial Advisor at Merrill Lynch. He holds a JD from Brooklyn Law School and an MBA from Baruch Business School. David's professional credentials include the designation of Certified Divorce Financial Analyst, Series 7,8,9,31,63 and 65, as well as Life, Health and Disability, Long-term Care and Variable Life insurance licenses. California License #0H22279. He is a non-practicing member of the Nassau County Bar Association. David lives in Oyster Bay Cove with his wife Jill, and three children.
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Assistant Vice President
Senior Client Associate
Michele is a Senior Registered Client Service Associate at our firm's Melville, New York office. Prior to joining our firm in 2000, she held positions at Oppenheimer and Merrill Lynch, where she was a registered client associate for David Savetz. Michele received a BS degree in finance from St. John's University, and is Series 7 and 63 licensed. She is also a Notary Public. Michele lives in New Hyde Park with her son Tommy and daughter Gianna.