David joined Passive Capital Management, LLC in 2015. Immediately prior, he spent six years at Wilmington Trust managing the technology investments of a mid-cap growth fund. Prior to this, David spent fourteen years as a sell side analyst with Wachovia Securities (1999-2006), Legg Mason (1998-1999), and BT Alex. Brown and its predecessor Alex. Brown & Sons (1992-1998). David earned his CFA® designation in 1992 and his CFP® certification in 2018. He earned his Bachelor of Science in Economics from the Wharton School, University of Pennsylvania in 1988 and his Masters in Management from the Kellogg School, Northwestern University in 1992.
David resides in Baltimore.