David Fogel, CPA in

David Fogel, CPA

Visionary · DISC type Ds
Managing Director / Founder / Part-time CFO at Swifton CFOs LLC
📍 Greater Boston, United States

David Fogel is the Managing Director of Swifton CFOs, providing part-time CFO services to emerging tech and life science businesses. A CPA and angel investor with multiple Boston-based groups, he also teaches entrepreneurial finance at Northeastern University. Colleagues describe him as a "trusted advisor" who "thinks like an entrepreneur. "

David is deeply embedded in Bostons entrepreneurial ecosystem, frequently speaking at universities and mentoring startups. He extends his community involvement beyond business, serving as the Treasurer and a board member for the Cambridge Art Association, blending his financial acumen with support for the arts.

He was the financial director for a high-technology startup that became profitable in its first year and was sold for $120 million within three years.

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Experience
19 Years
Current Role
Managing Director / Founder / Part-time CFO
Job Level
Leadership
Location
Greater Boston, United States
Personality Overview

How David shows up

Fast But Thoughtful
Early Adopter
Goal-Oriented

Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics David cares about

Startup Finance
He runs an outsourced CFO firm for startups, teaches Entrepreneurial Finance at Northeastern, and authored an article on common financial mistakes startups make.
Angel Investing
He is an active member of the screening and due diligence committees for three angel investor groups: TBD Angels, Mass Medical Angels, and Beacon Angels.
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Career

Work history

4-2006
Managing Director / Founder / Part-time CFO
Swifton CFOs LLC
1-2019
Adjunct Faculty - MBA, Undergraduate - Entrepreneurial Finance
Northeastern University
3-2025
Member
TBD Angels
6-2010
Investor / Member of Screening, Due Diligence Committees
Mass Medical Angels
7-2011
Investor / Member of Screening and Due Diligence Committees
Beacon Angels
In the press

Media appearances

David Fogel CPA, MBA, Managing Director - Swifton CFOs LLC. Featured in Featured.com
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Education
BS Bus
Miami University
MBA
University of Cincinnati
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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