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Managing Director | 41 years industry experience
Managing Director 41 years industry experience
David is a managing director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM). He is the national director of Eaton Vance Advisor Institute, which he founded in 2008. Prior to this role, he was a member of the Wealth Management Solutions Group, supporting some of Eaton Vance’s most sophisticated strategies. Morgan Stanley acquired Eaton Vance in March 2021.
David has been a student of the financial advisory experience for the better part of four decades. David has been a highly sought-after speaker at many industry conferences. He brings a unique client perspective to his provocative and inspiring podium style and his highly practical in-the-trenches advisor-coaching activities.
David has co-authored six books for the financial advisor community, including four books with Alan Parisse: “Questions Great Financial Advisors Ask and Investors Need to Know,” both editions of “This Is Your Time” and “Client Primacy: Inspiring Intentional Outcomes.” David also co-authored “The Charismatic Advisor®” and, most recently, “Chasing Positivity®” with Robert Brooks, Ph.D.
David earned a B.A. and master’s degree in public policy analysis from the University of Rochester and a J.D. from the University of Connecticut. He is a member of the Connecticut Bar and has sat on numerous civic boards during his career.
When not traveling the country, David and his wife of more than 40 years live in Miami Beach and Charlestown, RI in empty nests without their three grown children and, unfortunately, without their grandchildren.
The information on this page is for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.
All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.
Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.