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New York, NY
David is currently the co- founder of a Family Office advisory firm assisting family offices source and/or syndicate opportunities in Alternative Investments. His experience spans the alternative investment landscape including but not limited to buyouts, venture, private equity, secondaries, funds, fixed income and real estate.
He is concurrently on retainer for the Hall Family Office to build and execute on a tax advantaged Opportunity Zone Venture Fund as a General Partner. Prior to running his own firm, David was the CEO of ShareNett, a technology enabled end to end syndication solution for UHNW and family offices to co-invest or syndicate Family Office lead venture and private equity opportunities. As Chief Executive Officer and Managing Partner of ShareNett, Dave successfully built a business plan, hired a team, and financed the seed round ultimately demonstrating early success adding over 250 Family offices and financing 19 deals on the platform. It was this early success cupeled with the strong foundation and execution plan which led to the Institutional Series A round paving the way as one of the premier platforms today.
Prior, David spent seven years as Managing Director and Co-Head of Institutional Sales for Monness, Crespi, Hardt & Co. And DeMatteo Monness prior. He began his career on Wall Street at Instinet Inc. where he led business development effort for the program trading desk and before his promotion he was the co-head of equity research sales. Before launching his career in financial services, Dave served various sales and management positions at Conversent Communications, a leading provider of voice, data and Internet solutions to middle market companies. A graduate of Boston University and Belmont Hill School, Dave lives in New York City with his wife and two children. Full Summary
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