David is a two-time successful entrepreneur in the financial services industry. In his first venture in 1999, he co-founded SmartPortfolio.com, Inc., which became one of the leading stock research and financial information companies on the Web with over 250,000 subscribers prior to its sale to TheStreet.com in 2000. After the closing of the SmartPortfolio sale, David joined TheStreet.com as Vice President of New Product Development, where he had P&L responsibility for the product division and was responsible for the launch of numerous profitable products. In 2003, David became a principal at, and was integral in the launch of, Circle Peak Capital LLC, a private equity firm focused on investments in mid-cap consumer product and financial services companies. He continued his financial services career in 2005, serving as Vice President at Groton Partners, a boutique merchant bank specializing in mergers and acquisitions and sophisticated private investments. At Groton, his work focused on pursuing acquisitions of both traditional and alternative asset management companies and launching an investment management business. David began his career as a corporate attorney at Sullivan & Cromwell LLP, where he advised clients on merger and acquisition transactions, corporate securities matters, banking transactions, and hedge fund creation. He received a B.S., Summa Cum Laude and Phi Beta Kappa, a J.D., Magna Cum Laude and Order of the Coif, and an M.B.A. (concentration in finance) from Georgetown University. David serves on the Board of Directors of Citizens Union of the City of New York, on the Board of Directors of the New York Landmarks Conservancy, as Treasurer of the Conservancy's Historic Properties Fund, and on the Board of Advisors of the Georgetown Wall Street Alliance. |