Dave Yanick

Dave Yanick

CIM®, CFP®

Portfolio Manager

With over 25 years of experience in private wealth management, Dave is a respected advisor to numerous families, businesses, institutions, and charities.

He is surrounded by an excellent team that works with clients on an individual basis to create truly personalized wealth strategies that run from basic needs to complex goals, with a focus on sincere service and unquestionable integrity. When enjoying his free time, you can find Dave playing golf in the summer and squash in the winter.

We use cookies on our website to enhance user experience, analyze and improve our services, and learn what information interests you. By continuing to use our website, you agree to our use of cookies. You may change your cookie preferences in your browser or device settings. Learn More How to Delete Cookies