Dave LaPuma has over 15 years’ experience in investment management and wealth advisory. In his current capacity he specializes in addressing the financial complexities of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families, business owners and corporate executives. Dave’s expertise lies in delivering comprehensive, personalized solutions that encompass wealth management, tax, estate planning, and sophisticated investment strategies. Dave’s thought leadership is regularly featured on his weekly blog, where he shares insights around investing, personal and behavioral finance, and personal growth.

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Dave also sits on the firm’s Board of Managers and oversees the strategic direction of the firm.

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Dave earned his Bachelor of Science in Finance from the University of Akron and his M.B.A. from John Carroll University. He is also a Certified Financial Planner (CFP®). Dave is actively involved in the community serving as a Board Trustee for Saint Martin de Porres High School.

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