David’s background is as a tax attorney who has written and spoken extensively on financial, estate and tax planning including appearances on WGN radio’s “Noon Business Hour” with Sherman Kaplan and Kris Kridel. In addition, he co-authored the book “The Intelligent Guide to Your Financial Future” (2005). As a Senior Vice President for a GE Financial company, David managed the financial planning activities of over 1200 accountants nationally.
He earned a B.S. in business and accounting from Boston University; a J.D. from BU’s School of Law; and an LL.M. in taxation from NYU’s School of Law. He is licensed to practice law in both Illinois and New Jersey. He is a member of both the American and Illinois Bar Associations and the North Shore Estate and Financial Planning Council. He has series 7, 63, 65 and 24 securities licenses.
David currently serves on the Wexner Heritage Alumni (WHA) Delegates group, is a member of the Chicago 2006 Wexner Heritage Program and past president of a prominent North Shore day school. Currently, he serves on the Board of Trustees of The Ark, an organization committed to providing free social and medical services to help distressed members of the Chicagoland community, and lectures on spirituality topics throughout Chicagoland.
David and his family reside on Chicago’s North Shore.