David has more than 35 years of investment and financial services experience, and over the course of his career has worked with clients ranging from large pension funds to individual clients with $25,000 portfolios. He has earned degrees in Aerospace Engineering (BS, University of Michigan) and business administration (MBA Finance, New York University). David worked at large financial firms including Chase Manhattan Bank, Dreyfus and MetLife, and at small firms, two of which he co-founded. The common theme across all these firms is working with clients to plan for and address investment goals.
An experience David’s late mother endured provided inspiration to launch this company. “My mother, may she rest in peace, was taken advantage of, defrauded really, by a person she once thought of as a friend and trusted caregiver, someone she met through her church, which played a central role in her life,” David says.
“Discovering this, and seeing the pain it caused her, highlighted to us the need to help others perhaps similarly situated, by providing honest, clear and straightforward delivery of investment advice and by standing watch against those who might seek to take advantage. We honor her memory by looking out for clients as people.”
David Speaking at Family Event
David at University of Michigan
David is happily married to Bonnie, his wife of more than 30 years. Together, they raised two beautiful, smart and accomplished daughters, who have gone on to their own careers in law and medicine. David is a dedicated reader, fervent Michigan football fan and enjoys golf, playing guitar and listening to music.
Back to Team
Bonnie joined Boulder View Capital as Director of Client Services after more than 30 years of customer service. In this role she is responsible for all aspects of client management, coordination of solution delivery and operations and supporting the company in continuously exceeding client expectations.
“I am so excited to join Boulder View Capital as the Director of Client Services where I can have a positive impact on client interaction,” Bonnie says. “My favorite aspect, over the course of my career is the actual contact with the client, really listening and being hands on and very invested. I look forward to continuing that quality of service here.”
Prior to joining Boulder View Capital, Bonnie spent the last three years as Resale Manager for a 55+ builder where she was responsible for day-to-day client services including transaction management, contractual compliance and extensive client interaction. Previous roles in sales and management in both real estate and retail positioned her well to ensure an excellent client experience at Boulder View Capital.
Bonnie and David at Michigan Stadium
Bonnie and David show Michigan spirit
As a transplanted “Jersey girl” and now a proud “Creeker” Bonnie enjoys reading, cooking and spending time outdoors. Both she and David have been vacationing in Arizona for 30+ years and decided to move west permanently to enjoy the incredible weather. Two beautiful and successful daughters still reside back east.