Dave is a Founder and the Managing Partner of Elevate Captives, a leading captive insurance consulting with offices in New York, Oklahoma, Arizona and Hawaii. Our partners bring over 100 years of direct experience to our clients. Elevate works with some of the best companies and their most trusted advisors to help them save money, increase profits and lower insurance costs through our tried and proven LEVER Process: Learn * Educate * Value * Execute * Review.
Dave graduated with a Bachelor of Arts in Organizational Behavioral Management from Brown University (Providence, RI). David has the expertise and drive of being an entrepreneur while also having the successful management skills of working in large, prestigious organizations. He has over 25 years of financial consulting experience. He was a Senior Vice President for both Merrill Lynch and UBS Paine Webber and also worked for Hong Kong Shanghai Bank. He has assisted a wide range of companies from Wall Street to Main Street.
As a former professional lacrosse player, Dave has been active in professional sports and has served in consulting roles to the NY Islanders of the NHL, the New York Dragons of the AFL, the New Jersey Nets of the NBA and was President of the Long Island Lizards of Major League Lacrosse. Dave is very active in connecting the passion of sports with the passion of business. He is the Founder of The Lacrosse Business Network and he developed the New York Islander’s Business Club.
Dave also serves as a keynote speaker for wide variety of organizations such as Law Line Merrill Lynch, UBS, FurtherEd, The CPA Roundtable, National Network of Accountants, The Accountant Resource Group, Hofstra University, Adelphi University, New York Institute of Technology, the Long Island Alliance (LIA), youth sports organizations, community groups and high schools. He is an approved Faculty Member for LawLine.com. Dave is very active in his community where he coaches travel lacrosse for his three daughters. He is the former Co-President of the Friends of Brown Lacrosse and he is also the former President of the Brown University Alumni Association of Long Island. Dave is also the Co-Founder of Team Elevate Lacrosse – a girl’s only lacrosse program aimed at preparing student athletes for college.
Dave lives in Lloyd Harbor, NY with his wife Nancy and their three daughters Victoria, Katie and Allie.