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David Zinreich, CFP®


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David Zinreich is a Partner of the firm and serves as a trusted advisor to high-net-worth families. Mr. Zinreich specializes in optimizing investment performance with customized investment solutions specific to each client’s goals. He leverages his extensive financial management experience to act as a personal CFO coordinating clients’ investment management, estate planning, tax minimization, and risk management needs.

Previously, Mr. Zinreich 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, his responsibilities extended well beyond the financial operations. Mr. Zinreich managed the company’s information systems, manufacturing operations, business development and strategic planning initiatives. He 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 in 2011.

Mr. Zinreich 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™. 

Mr. Zinreich is an avid skier and motorsport enthusiast. When not in the office, he’s likely skiing in Colorado or racing at various motor speedways across the United States.