As co-chief impact strategist, David leads the advancement of the firm’s impact analysis, including the development of metrics, outcomes, and reporting. A recognized subject matter expert in impact investing, he collaborates with clients and contributes to the creation of innovative and mission-aligned strategies tailored to their needs. David also plays a key role in shaping the firm’s impact outlook and policy and working on the development of new impact products. As a pioneer and early advocate of impact investing, David has been instrumental in shaping the industry. A sought-after speaker on the subject, he represents the firm in client meetings, media requests, and as a guest lecturer on college campuses nationwide. David is a member of the firm’s Compliance Committee, Impact and CRA Committee, and Investment, Trading & Valuation Committee.
Biography:
David brings over 40 years of investment management experience and is a trailblazer in the impact investing field. In 1994, he co-founded Access Capital Strategies, serving as its president and chief investment officer until 2010. There, he pioneered the development of market-rate, fixed income impact investments tailored for institutional investors. Following this, David worked as a consultant to Community Development Financial Institutions (CDFI’s), non-profits and social enterprises. David serves on the boards of the Adirondack Foundation (Board Secretary), the New York Advisory Board for Enterprise Community Partners (Loan Committee Co-Chair), and AERIS®: The Information Service for Community Investors. David received his A.B. in American History from Princeton University and an M.P.A from the Kennedy School of Government at Harvard University. He holds FINRA licenses: Series 7 and 63.