Dave Holland CFP®

Wealth Advisor

Dave has spent over thirty years in investment management and financial services working with high-net worth individuals to develop and implement investment strategies based on a careful analysis of each client’s individual objectives and risk appetite. Prior to joining the team, Dave worked at The Northern Trust Company and UBS. Dave received his BA in Economics from the University of Dallas and his MBA from the University of Southern California. He earned his Certified Financial Planner designation in 2005.