David has 20+ year of experience in Investment Services, with a focus in...

David has over 20 years of experience working in private equity, consulting, and financial services. His focus has been on business development and in managing the deployment of operational assets to assist in company transformations.

Most recently prior to joining Point B Capital, David led the private equity services arm of a family office based in Colorado. Here, he worked to diagnose, prioritize, and mobilize resources to drive growth for their portfolio companies. He was also involved with the firm’s investment and corporate development activities helping to source opportunities and create products to expand the firm’s capabilities in existing and new markets.

David was previously a Senior Vice President for the Gerson Lehrman Group (GLG). At GLG, David drove sales and strategy for the Western Region across the firm’s Private Equity, Investment Management, and Strategic Projects platforms. He was point person with primary responsibilities on many of the firm’s largest global relationships, and a member of the national sales leadership team for GLG’s North American Financial Services division.

David began his career working in the banking sector at Banc of America Securities and Cantor Fitzgerald/BGC Partners. He has a BA from the University of Southern California and completed work in economics at the University of California at Berkeley. He sits on the Advisory Board of California’s youth development organization, Changeist, and volunteers with the Network for Teaching Entrepreneurship. He currently lives in Southern California with his wife and daughter and is an avid skier, rock climber, and triathlete.