Dave joined the Firm in 2020. He is a Director on the Investor Relations team. Dave joined from Royce Investment Partners, a small cap equity specialist, where he worked from 2008-2020. At Royce, Dave was a Partner and Head of Sales & Client Service. He also served on the firm’s operating committee. Prior to Royce, Dave was at Legg Mason, the parent company to Royce. Dave was at Legg Mason from 1999-2008 where he was a Senior Managing Director and Business Head of the firm’s Institutional Group. Dave also held positions at T. Rowe Price, where he was an Assistant Vice President in Retirement Plan Services and IDS as a Financial Advisor.
Dave earned a B.S. in Business Administration with a concentration in Finance from Towson University. Dave received his CFP® certification in 2019.