David A. Zinreich – CFP®

David serves as a trusted advisor to many of the firm’s ultra high-net-worth clients. David specializes in optimizing investment performance with customized investment solutions specific to each client’s goals. In addition, he leverages his extensive financial management experience to act as a personal CFO to his clients by coordinating investment management, wealth transfer, estate planning and risk management strategies.

Previously, David served as the Chief Financial Officer of IZI Medical Products for over a decade. During that time period, he transformed IZI from a family start-up into a leading provider of high quality medical consumable accessories used in radiology, radiation therapy, and image guided surgery procedures. As co-owner, David’s responsibilities extended well beyond the financial operations. He also managed the company’s information systems, manufacturing operations, business development and strategic planning initiatives. David led IZI’s initiative to partner with Boston-based private equity firm Riverside Partners in 2009 and led the company’s subsequent $93 million sale to Landauer (NYSE: LDR) in 2011.

David currently serves on the board of directors for Saint Frances Academy. David holds a Bachelor of Science in Business Administration with a dual concentration in management information systems and finance from the University of Vermont and is a CERTIFIED FINANCIAL PLANNER™. David is also an avid skier and motorsport enthusiast. When not in the office, you can find him skiing in Colorado or racing as a member of the Driver Club at the New Jersey Motorsports Park.