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Dave is a 40-year investment professional experienced in all facets of the investment business. For the past 25 years, Dave has worked with non-profit organizations and private clients. Before joining DHK, he served as a Financial Advisor with Baystate Financial, CIO for the Family Office of the late Richard Egan, as an Investment Consultant for the Wellesley Group, and was a Sales and Relationship Manager for P/E Investments. Dave holds an MBA from the University of Houston and a BBA from the University of Cincinnati.
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