JD, Harvard Law School, 2001
BA, Emory University, 1998

• New York State Bar

• Quility, an insurtech company, in the sale of a minority stake to F&G Annuities & Life
• HSBC in its investment and joint venture with Tradeshift, a B2B fintech company
• Intercontinental Wealth Advisors in its sale to CI Private Wealth (Corient)
• Raymond James in its acquisition of SumRidge Partners, a fixed income electronic market maker
• The Bank of Montreal in the sale of its EMEA asset management business and transition of certain US assets to Ameriprise's Columbia Threadneedle Investments
• Waddell & Reed Financial in its sale to Macquarie Asset Management and the sale of its wealth management business to LPL Financial for $1.7 billion
• Raymond James in its acquisition of Northwest Plan Services (NWPS)
• Optima Fund Management in its sale to Forbes Wealth Management
• Eagle Asset Management, a division of Raymond James Financial, in its acquisition of ClariVest Asset Management
• Mercer Investments, a division of the Marsh & McLennan Companies, in its acquisition of Summit Strategies Group
• Fidante Partners in its strategic partnership and acquisition of a minority stake in Latigo Partners
• Aquiline Capital Partners in the sale of Beach & Associates to Acrisure
• Konica Minolta, Inc. in its acquisition of Invicro LLC
• Credit Suisse in the sale of NEXT Investors' interests in FastMatch, Inc. to Euronext, in connection with Euronext's acquisition of 90% of FastMatch in a transaction valued at $170 million in equity value 
• Carillon Tower Advisers, Inc., a division of Raymond James Financial, Inc., in its acquisition of Scout Investments Inc. from UMB Financial Corp. for $172.5 million
• Siebert Financial Corp. in its sale to Kennedy Cabot Acquisition, LLC
• Diversified financial services firm in the acquisition of a wealth management business from a global bank
• Financial and strategic buyers of minority interests in asset management firms, including hedge, private equity and other fund sponsors utilizing alternative strategies
• Diversified financial services firm in multiple acquisitions of asset management firms and financial technology businesses
• Global insurance company in its acquisition of a retirement plan servicing business
• Publicly-traded asset management firm in its sale to a multinational banking and financial services corporation
• Global banking and financial services company in the sale of its primary U.S. asset management division to private equity
• U.S. brokerage firm in its sale to a global financial services firm
• Global financial services firm in the sale of its minority interest in an investment and technology firm

• New York Metro Super Lawyer, Mergers and Acquisitions, Thomson Reuters, 2019 - 2020
• New York Metro Rising Star, Mergers and Acquisitions, Thomson Reuters, 2013 - 2018
• Legal 500 US, recommended lawyer, M&A: Middle-Market ($500m-999m), The Legal 500, 2017 - 2019
• IFLR 1000 - United States, Euromoney Institutional Investor PLC, 2019 - 2021

• Co-author, "7 Brexit Considerations For US Financial Services Cos.," Law360, January 26, 2021
• Co-author, "Representations and Warranties Insurance," Project Finance NewsWire, October 2018
• Co-author, "Fintech: A New M&A Frontier," New York Law Journal, October 31, 2016
• Co-author, "The DAO's Wild Ride: Where Does Blockchain Go From Here?," Forbes, July 1, 2016
• David contributes to the Financial Services: Regulation Tomorrow blog, which provides insight and commentary on the global financial regulatory environment. 
• David contributes to Norton Rose Fulbright's Global Asset Management Quarterly

• Panelist, "Evolving Industry Trends – What is Insurable in 2023?" 7th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummit, May 2, 2023
• Panelist, "New Applications of R&W Coverage: SPACs, Minority Investments, Secondary Transactions," 6th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummit, May 3, 2022
• Faculty Speaker, "Asset Management M&A: Deal Structuring, Due Diligence, Consent Requirements, and Regulatory Concerns," Strafford webinar, April 6, 2022
• Panelist, "Where R&W Insurance is Going: Thoughts and Insights into the Future of the Product," 5th Annual Reps & Warranties and Transactional Liability Insurance ExecuSummit, May 18, 2021
• Featured Speaker, "Representations and Warranties Insurance," Currents Podcast, September 12, 2018
• Co-Speaker, "Initial Coin Offerings," Financial Services 40-Minute Briefing, October 5, 2017
• Co-Presenter, "Blockchain and Smart Contracts: An Introduction," Marsh USA web seminar, July 27, 2017
• Moderator, "Fintech: Smart contracts and regulating for innovation," Norton Rose Fulbright, January 5, 2017
• Co-Speaker, "Brexit," Financial Services 40-Minute Briefing, November 2, 2016
• Speaker, "Smart Contracts," ACC Annual Meeting, October 2016
• Moderator, "Brexit: What it is and how it will affect your business," Norton Rose Fulbright, May 2016