Dave joined Sterling Partners in 2018 after spending six years in various roles at three Sterling portfolio companies, principally as Chief Financial Officer. As a Vice President, Dave works on all aspects of the deal process including identification and due diligence of perspective investments, and management of active portfolio companies.
Prior to his work with Sterling, Dave worked within the public equity investment space as a senior equity analyst for mutual and hedge funds, including time at Fidelity Investments and Evergreen Investments. Dave graduated summa cum laude with a BBA in Finance and Business Economics from the University of Notre Dame, received a MS in Finance from Boston College, and earned a MBA with honors from the University of Chicago. In addition, Dave is a CFA charterholder and a licensed CPA in Illinois.