David joined Rothschild in 2022 from JP Morgan Private Bank. He is a CERTIFIED FINANCIAL PLANNER ® professional who specializes in financial and retirement planning for clients across all phases of life. His experience in investment analysis and portfolio management, coupled with his responsibility for due diligence and portfolio construction, helps to instill confidence in his clients.
David was born and raised in Indianapolis and received his bachelor’s degree in finance from Indiana University.
David lives in downtown Chicago. Keen to support his local community, he volunteers with a local Boy Scout Troop in his free time. He also serves on the auxiliary board for the Big Shoulders Fund, which provides scholarships to help children in need access education.
