Based in Reston, David is a Managing Director at DCS Advisory, where he focuses on Enterprise Application Software/SaaS and Transportation, Supply Chain & Logistics Software sectors. He has 10 years of investment banking and M&A advisory experience, with a focus on the Enterprise Mobility, Transportation Management System, Logistics, and Supply Chain Management sectors. He has completed over 40 debt, equity and M&A transactions totaling more than USD 4 billion.
Prior to joining DCS Advisory, David was a Vice President at Updata Advisors, joining the firm in 2008. Previously, he was a Senior Associate in the investment banking group at Bear Stearns & Co. Inc. in New York. He began his career in wealth management with American Express Financial Advisors as a broker and at the Milestone Group as a Regional Director.
David received an M.B.A. in Finance and Management from Fordham University Graduate School for Business Administration and a B.S. in Finance from George Mason University.