Dave is the head of the Atlanta office for Castle Crow and during his tenure has worked on transactions in a wide variety of industries including aerospace and automotive components, outsourced business services, specialty distribution, packaging, software, and healthcare. Dave has been directly responsible for transactions with over $300 million in enterprise value.
Prior to Castle Crow, Dave worked in the Private Wealth Management Group of Credit Suisse where he advised high net worth individuals, company founders and senior executives on a wide array of personal and corporate financial strategies. While at Credit Suisse, Dave was directly involved in acquiring over $100 million in new management assets. Prior to Credit Suisse he worked as an Equity Analyst at Symphony Asset Management; a San Francisco based hedge fund offering market neutral strategies. While at Symphony, Dave was responsible for investment decisions in the oil field services and technology industries, performing critical investment research on companies and industries, and directing meetings with senior executives.
Dave received the Chartered Financial Analyst (CFA) Designation in 2005 and is a graduate of the University of California at Berkeley.