David has been in the securities industry for over 12 years. David started his journey with a local alternative asset Hedge Fund out of Tampa, FL where he specialized in building and executing sophisticated derivative strategies to fit the needs of high-net-worth individuals.
In 2018, David founded Lexfinn Capital, an alternative asset firm that specialized in option trading strategies in both the equity and futures markets where David created and administered automated trading algorithms for the Fund.
David brings a technology adept with experience leveraging business intelligence to automate qualitative and quantitative analyses and streamlining capabilities to meet the demand of growing portfolios. He has a strong understanding of market dynamics, investment management and risk management strategies and is proficient in utilizing sophisticated strategies to meet the needs of high-net-worth individuals.
Born in the St. Petersburg, Florida. David attended University of Tampa, John H. Sykes College of Business where he earned a Master of Science in Finance degree and a Master of Business Administration degree.
David now resides in Naples, FL where he enjoys spending time with his family, especially his 3 boys Mason, Cruz, and Wynn, who love playing sports, boating, fishing, lobstering in the keys, and attending University of Florida Gators football games.
David holds a SIE, Series 7, and Series 65 licenses.
