Profile
David is a senior market insights and strategy leader with over 25 years of experience helping financial institutions and fintechs translate research into decisive action. He is a trusted advisor to C-suite leaders and marketing, product, and sales teams, delivering research- and data-driven strategies that shape market direction and inform critical decisions. He brings a proven track record of building research products that strengthen client relationships, enhance user experience, and drive enterprise growth.
David is known for bringing clarity and rigor to complex questions – combining primary and secondary research, competitive intelligence, and advanced analytics to move organizations from data to direction. His work spans voice-of-customer programs, branding and advertising research, demand measurement, thought leadership, product innovation, and UX, with a consistent focus on ensuring insights are embedded directly into business strategy.
Professional Background
Previously, David was Senior Vice President at iCapital, where he established the firm’s first market intelligence function. He delivered forward-looking insights on the private markets based on market trends, competitive developments, and client feedback, authored widely cited thought leadership, and partnered cross-functionally to support platform growth, product development, and advisor engagement. He brings deep expertise across both B2B and B2C financial services ecosystems, having led enterprise research and market intelligence functions at firms including Standard & Poor’s, Merrill, Citi, and E*TRADE.
Education
David holds an MBA in Financial Management from Pace University and a B.S. in Business Administration from the State University of New York at Buffalo.
Furthermore
During his time at E*TRADE, David had a front-row seat to the creative process behind a Super Bowl commercial – serving on set during filming for a spot that ultimately finished in the top 10 of USA Today’s Ad Meter.