Wealth Advisor with more than 25 years of experience in the financial field, Dave serves as Robinson Smith Wealth Advisors’ Co-Chief Investment Officer and is a Co-Managing Member of the firm.
As a Certified Financial Planner® and non-practicing attorney, he provides clients with deep expertise in areas including investment management and retirement planning.
Dave holds a law degree from the University of Pennsylvania and a Bachelor’s degree in history from Yale University. He is deeply committed to community service, with present or past participation with Maine Businesses for Social Responsibility; the Maine Estate Planning Council; the Maine Small Business Alliance; the Greater Portland Chamber of Commerce; the Kennebec Girl Scout Council and the University of Southern Maine’s Planned Giving Committee. Among his favorite community organizations are the Nature Conservancy and The Natural Resources Council of Maine.
Dave lives in Cumberland with his wife, Anne Romano. He is an avid reader of fiction and nonfiction and loves movies as well as rock, bluegrass and country music. Dave is a diehard Red Sox fan and, as a Kentucky native remains a devoted University of Kentucky basketball fan. He is deeply appreciative of the time he spends with Anne and with close family and friends in Wilton, CT, Lexington, Ky and Sarasota, FL.
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