Dave’s Story
Dave’s role at Oakbourne is to develop and manage our internal systems so that our advisors can deliver on the promises they make to our clients. In addition to his role as our CFO, Dave is also responsible for executing certain aspects of our client service experience.
When he’s not assisting our clients or helping to manage our company, Dave can be found mountain biking on the Wissahickon trails near his home in Philadelphia, PA.
