David J. Shapiro, Vice President, joined the firm in 2005 as a Wealth Manager. David has extensive financial and investment experience working with both institutional and high net worth clients. Previously, he was at Goldman Sachs, where he worked in equity product sales and managed senior institutional portfolio manager relationships. Prior to that, he was at Drexel Burnham Lambert in a similar role. David received a BA from Brandeis University (magna cum laude), a JD from Rutgers School of Law, and an MBA from University of Pennsylvania, The Wharton School.
“I spent my early career in the investment business working closely with portfolio managers. That experience taught me much about investment strategy and markets. In advising my clients, I first try to understand their expectations and goals, so that we can partner together to create the right investment solution for them. This partnership includes an active dialogue and the collaborative involvement of my investment strategy, wealth planning and portfolio management colleagues. Ongoing client service, both proactive and quickly responsive, enables me to stay close to my clients as an advisor and to look forward for them so that we are prepared to adjust their investments as their circumstances change.”
—David J. Shapiro, Wealth Manager