Co-founder of Optimal AdvisorAI, David’s firm has engaged thousands of financial professionals to help them save time, enhance client connection and drive growth.

 

David’s perspective is backed by over 2,000 hours and 7,500 prompts working directly with AI models. Before launching Optimal AdvisorAI, David led highperforming sales and business development teams, selling directly to institutions and financial advisors.

 

As a private banker managing over $635 million in assets, he gained firsthand insight into how advisors think, operate, and navigate client relationships. This experience allows him to bridge the gap between AI’s potential and real-world application, delivering solutions that fit seamlessly into a financial professional’s daily practice.

 

A globally recognized speaker, David challenges financial professionals to rethink what’s possible with AI, helping firms move beyond automation into a future where AI powers smarter decisions, stronger relationships, and better business outcomes.