Exceptional client service is the number one goal for Dave. He knows the importance of always being there for clients and takes great pride in using his knowledge of taxation and the alternative investment arena to provide them with the best service possible.
Dave has spent his entire career focused on taxation of the alternative investment industry. He works with clients ranging from start-ups to large well-established funds, including all types of hedge funds, commodity pools, fund-of-funds and private equity funds. Dave’s expertise also spans the gamut — from the taxation of all types of financial products to the proper structuring of alternative investment funds and their related entities. Additionally, he has extensive experience in the areas of FATCA and CRS compliance.
- Actively involved in staff development for the firm’s Tax Practice
- Maryland Association of Certified Public Accountants
- American Institute of CPAs
Dave lives in Abingdon, Maryland, with his wife and two children. He enjoys spending time with his family and watching the Ravens and Orioles.