Managing Director, Coastal Bridge Advisors
A financial advisor for nearly three decades, David brings extensive financial experience to Grades of Green. A Manhattan Beach native who enjoys surfing, David also has a deep connection to the environment.
Over the years David has worked as an advisor at major Wall Street banks such as Merrill Lynch, UBS and Oppenheimer and has been ranked among the nation’s top advisors by Barron’s. Today, he is a Managing Director at Coastal Bridge Advisors, a Century City based Registered Investment Advisor (RIA) with $2.5 billion in client assets. He has a close connection with his clients and enjoys the planning work he and his team do to bring different generations together. Through planning, he often works with families to foster charitable interests, including environmental leadership.
David lives with his wife Nicole and 4 children. He feels very fortunate and enjoys “giving back” wherever and whenever he can. Kids inspire him and he is eager to do whatever he can to help foster and empower their care of the environment.
David earned a Bachelor in Business Economics in 1986 from UC Santa Barbara.