Managing Principal | Founder
Dave has over 20 years of financial services experience. He works with high net worth families on investment planning and comprehensive wealth management strategies. He is focused on reviewing the risks that clients face, understanding their aspirations and working in conjunction with qualified attorneys, tax consultants and other advisors to execute a comprehensive wealth management plan. Specifically, he focuses on helping to advise physicians, corporate executives and business owners on their unique financial situations.
Dave established Rao Wealth Partners in 2016 where he serves as Managing Principal. Prior to establishing the firm he served as Senior Financial Advisor and Branch Manager at Wells Fargo Advisors and as a Financial Advisor at Morgan Stanley, where he managed portfolios for individuals and institutions across the US and internationally. Additionally Dave had served as an institutional equity analyst covering multiple sectors at Credit Suisse, Piper Jaffrey and Jefferies. He is a graduate from the University of Michigan, Ann Arbor with an Economics major and holds a GC Diploma from the London School of Economics in the United Kingdom. He later graduated from Duke University’s Cross Continent Executive MBA Program, where he focused his studies on International Finance at the university’s campus in Frankfurt, Germany.
Dave lives in Long Island with his children and his wife, a local physician. When not helping individuals with their financial goals, he enjoys coaching youth sports, playing golf and spending time with family and friends.