Dave is a First Vice President and Portfolio Management Director in Morgan Stanley Wealth Management's Wellesley office. Dave chairs his teams Investment Committee and is responsible for maintaining the general investment process and philosophy of the team. He focuses on portfolio construction, asset allocation, and investment manager research. This includes analyzing the wide array of available investment vehicles and selecting those that he believes are the appropriate fit for client portfolios. Dave leverages the deep capital markets resources available at Morgan Stanley as well as research provided by third parties. "One of the main challenges in creating an investment strategy is to ensure that it is both disciplined and flexible at the same time. We have created a process to balance long-term buy and hold thinking with shorter-term, tactical shifts in an attempt to either reduce the risks or benefit from the opportunities of market extremes. Prior to joining the predecessor firm of Morgan Stanley Wealth Management in 2001, Dave worked for Thomson Financial in Boston where he helped institutional investors and portfolio managers implement their market data services. This experience provided Dave with a thorough knowledge of the systems and processes that institutions use for analyzing the global capital markets. Dave graduated from Dartmouth College in 1994. A former All-American lacrosse player in high school, Dave played on Dartmouths Division 1 lacrosse team for 4 years. He lives in Concord, Massachusetts with his two boys. He is also on the Board of Governors of the Concord Country Club. In addition to spending time with his family, Dave enjoys golf, playing and coaching lacrosse, platform tennis and fly-fishing in Maine.