Dave is a Certified Public Accountant and Senior Manager at Empire Valuation Consultants, where he has worked since 2015.
Dave has extensive expertise in valuations of estate and gift tax reporting, for which he has valued limited partnership interests and limited liability company interests of privately held companies across a diverse range of industries. In addition, he has valued intangible assets (including trademarks/names, technologies, patents, etc.) pursuant to business combinations (ASC 805), debt instruments, and non-performing loans, as well as goodwill impairment testing (ASC 350) and the impairment or disposal of long-lived assets (ASC 360).
Prior to joining Empire, Dave worked at Goldman Sachs within their asset management division, where his role included the valuation and pricing of the firm’s various mutual funds. Before joining Goldman Sachs, Dave worked at Ernst & Young in their auditing and advisory business. His experience at Ernst & Young included audits of Fortune 500 companies, advisory support on a hedge fund initial public offering, and due diligence reviews of structured products prior to securitization.
EDUCATION
- MBA in Financial Instruments & Markets – New York University Stern School of Business
- BBA in Accounting – University of Notre Dame
AFFILIATIONS
- NYSSCPA – New York State Society of Certified Public Accountants - Member
- Estate Planning Council of Westchester – Member