David Bauman 

David is a seasoned financial services professional with over 30 years of comprehensive experience in investments, finance, and banking. He spent nine years at Chase Bank, where he served as Vice President of Affluent Markets and completed the bank's analyst program. David also held roles as Vice President at North Fork Bank and Vice President, Business Development Officer at Doral Bank.

Throughout his distinguished career, David has developed deep expertise in the financial industry, becoming a trusted adviser to a diverse clientele. Known for his commitment to client-centric service, he excels in building and maintaining long-term relationships. David's keen ability to navigate complex financial landscapes ensures that he consistently prioritizes his clients' best interests, providing tailored strategies that align with their unique financial goals.

David holds a Bachelor of Arts degree in Political Science from Baruch College.