David is the Client Service Associate at Sestante Family Office, bringing experience in wealth management operations, advisor support, and client relationship management. He works closely with the firm’s advisors to deliver personalized service and support the complex financial needs of clients and their families.
Prior to joining Sestante, David held roles at Charles Schwab and TD Ameritrade, where he supported independent advisors, registered investment advisors, and investors across a broad range of operational and service matters. He graduated early from the University of Southern California with a B.S. in Business Administration.
David works to uplift the communities he serves and looks forward to continuing that mission at Sestante.