Background and experience
Dave has spent his career in the investment management industry. Prior to joining the Aztec Group in 2023, Dave held the position of Funds’ Treasurer at Hartford Funds, and prior to that he was an audit director at PricewaterhouseCoopers LLP.
Over his 16-year career, Dave has dealt with large asset managers across multiple jurisdictions, predominantly in the registered investment company space. Dave brings his experience managing large teams, dealing with internal controls and technical accounting expertise to the Group to strengthen Aztec’s U.S. service.
Qualifications
- Dave received his Bachelor of Science Degree in Business Administration from Saint Joseph’s University in Philadelphia.
- He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
- He sits on the Regulatory Change Committee, Heads of Operations Group, R&C Group.
Outside of the office
Dave loves spending his spare time with family around the house, at the playground or on vacation. He is an avid Philadelphia sports fan and when he can squeeze it in, loves to play golf. He also loves to travel and has been to every continent except Antarctica.