Dave is a strategic financial executive with over 25 years of experience in insurance, asset management, and FinTech. He has held leadership roles at JPMorgan and Pacific Life, where he founded the fintech Swell Investing. A CFA, FSA, and UCLA MBA graduate, colleagues describe him as a thoughtful and empowering leader.
Dave is passionate about purpose-driven ventures, demonstrated by his founding of an impact investing platform and his advisory role at a medical nutrition startup. He actively supports companies with a positive social mission, from sustainable finance to health and wellness, showing a commitment to leveraging business for good.
He founded and led Swell Investing, an impact investing fintech, as a startup venture from within the corporate structure of insurance giant Pacific Life.
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