Founding Partner, CFP®
David is a co-founder and Partner at Riley, Nichols & Munn. He has over 20 years of Financial Services Industry experience with PaineWebber/UBS and Prudential as well as 5 years as a CPA with Ernst and Young and 15 years in financial management with companies such as Bausch & Lomb, Praxis Biologics, Diamond Packaging, Genencor and a subsidiary of Eastman Kodak.
He is responsible for the CFO duties, business development, holistic financial planning and investment management strategies using a fiduciary approach, insurance reviews, client account monitoring, and retirement planning services.
David earned an MBA from Ohio University and a BA from Hobart College. David has designations for his Series 7 and 66 Securities registrations through LPL Financial and is a CERTIFIED FINANCIAL PLANNER™. He is also licensed in multiple states for life, long-term care and disability insurance.
He enjoys spending time with his wife, Cecelia, four children and four grandchildren and resides in Canandaigua, NY.