David joined Congress Asset Management in 2012. His primary focus is on generating new business in the firms’ equity, fixed income, and balanced investment products. Additionally, he fills a leadership role within the firm’s sales organization by providing mentoring to the sales team.

He has 25 years of delivering consultative sales support to financial advisors across multiple distribution channels. Just prior to joining Congress, he held the position of Vice President/Regional Director with Goldman Sachs Asset Management.

In his spare time, David enjoys spending time with his wife Sonia and children Isabella and Liam, along with playing ice hockey, boating, and traveling.