David is a Telemus Partner in the firm’s Los Angeles office. David has over 30 years of experience advising clients on a wide range of financial and investment matters. In addition to working with clients, David serves as Chair of the Telemus Investment Committee, which has the responsibility of establishing the firm’s investment policy, strategy, and implementation.

Prior to joining Telemus, David was the founder, CEO, and Chief Investment Officer of Concentric Capital LLC, a Los Angeles based investment advisory firm that was acquired by Telemus in February 2014. Prior to founding Concentric, David was a Partner and Portfolio Manager at CSI Capital Management, a San Francisco-based investment management firm that he cofounded in 1983.

Over David’s career he has served high net worth individuals and families as well as large institutional clients.

David is a graduate of the University of California, Berkeley with a BA in Social Sciences. David previously served on a number of corporate boards, both public and private, in addition to serving for eight years on the board of the San Francisco General Hospital Foundation. David is married and has two children and two grandsons. Golf, skiing, cycling, art and architecture are David’s interests away from the office.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This commentary is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

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