"After so many years in the business, I like to think that my perspective helps me keep a level head. It gives me the courage to stick with the plan through the inevitable ups and downs of the market."
Dave co-founded Avalon with partners Clara Basile and Bill Oberman in 1992. He has over fifty years of investment, counseling and management experience. He founded or co-founded three successful investment companies and created mutual funds that were unique for their time. In 1970, he co-founded a major Bay Area financial advisory and counseling firm serving as Director, President and Chief Investment Officer.
His fifty years’ experience helps him unravel the economic, socioeconomic and geopolitical complexities of today’s global environment. This is beneficial for counseling individuals as well as maneuvering through the investment minefield.
Dave has a B.B.A. from the University of Notre Dame.