David has worked in the financial services industry for over 26 years. He started his career at State Street Bank & Trust company as an accountant and Trust officer on a variety of investment advisor relationships. He currently oversees the Trust’s transfer agency and fund accounting departments. He has been the Trust’s Chief Compliance Officer since 2010. David lives in Hopkinton, MA with his family.
Vice President and Chief Compliance Officer
Providence College and holds Series 6 and 63 designations