Dovid joined the firm in 2021. He is a Senior Wealth Advisor with a focus on tax and retirement planning. He is responsible for managing client relationships, research, client portfolio analysis, and wealth management reporting. Dovid earned his bachelor’s degree from Ner Israel Rabbinical College (2013) and completed the CFP® course of study with the College for Financial Planning (2020).

He passed the CFP® Board exam in 2020. He completed the Certified Investment Management Analyst® course of study with the Yale School of Management and passed the CIMA® exam in 2021. He also holds the Series 65, and state life and health licenses, and the Wealth Management Specialist™ designation.

Prior to joining the financial planning industry in 2019, Dovid lived overseas for over half a decade pursuing postgraduate legal studies. Dovid utilizes the full suite of his well-developed analytical and research skills on behalf of his clients. When Dovid is not in the office, he can be found giving his four kids a great time. Dovid loves life and has a wide range of hobbies, including fishing, gardening, and getting creative in the kitchen.