Dave joined a Choreo predecessor firm in 1986 and served as the managing partner and CEO of a subsequent firm, McGladrey & Pullen (M&P), from 2007 to 2011. During that time, he led the audit practice, restructured the firm’s risk management and governance model, oversaw the brand launch and initiated realignment efforts, which led to our repurchase of that firm.
Dave has deep experience leading a wealth management practice governed by unique compliance requirements and quality control mechanisms in a highly regulated environment. He also has led the firm’s emerging business strategies. He is passionate about Choreo’s service and relationship culture and strives to add value to all his client engagements.
Dave is a vocal supporter of the firm’s diversity and inclusion efforts, viewing them as a strategic asset to elevate and differentiate Choreo and attract people with the skill sets necessary for a successful future.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS