Having worked in wealth management since 1996, Paul’s experience has provided him with broad knowledge and the insight to address complex situations. He is particularly attuned to the needs and priorities of clients who have intersecting personal and professional finances: entrepreneurs, business owners, executives, and their family members. Paul has advised a number of clients with international business interests, sensitive to the unique tax, legal, and currency considerations they encounter. Throughout each relationship, he orchestrates sound communication and precise implementation across multiple disciplines, working in concert with a client’s tax and legal advisors, as appropriate.
Prior to founding Navis, Paul was a financial advisor with Merrill Lynch Wealth Management in New York where he worked with individuals and families worldwide, helping them craft integrated initiatives to organize, grow, and transfer their wealth effectively. He previously served as a managing director of a NY-based multi-family office.
Paul holds a bachelor’s degree from Marist College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Paul lives in Westchester, New York, with his wife Cindy and their daughter. In his free time, Paul enjoys running, cycling, cooking, and playing golf.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) David enjoys building long-term relationships with multiple generations of families, serving as a reliable financial confidante and a go-to resource for a host of needs. He is an avid listener and is intimately familiar with the nuances of each family’s circumstances, directing outreach to help advance client priorities. David is skilled in multiple aspects of wealth management, bringing technical proficiency, an unwavering service ethic, and a broad professional network to each relationship.
David was exposed to the rigors of fiscal management at a young age when he was forced to assume financial responsibility for his family. This personal experience has equipped him with a unique view of the critical importance of financial planning and risk management and continues to fuel his passion for helping clients achieve their desired outcomes in growing, preserving, and transferring wealth effectively. Serving an accomplished clientele has provided David with first-hand knowledge of the pivot points and important decisions that significant wealth entails.
Prior to founding Navis, David was a financial planner and portfolio manager with Merrill Lynch Wealth Management in New York, where he worked with a select group of business owners, executives, entrepreneurs, and their family members. He previously served as a managing director of a New York-based multi-family office. Earlier, he served as an assistant vice president at M&T Bank.
David holds a B.S. in business and managerial economics from the State University of New York at New Paltz and completed Charles Schwab’s Executive Leadership Program hosted by faculty from several leading universities, including The Wharton School of Business, Harvard University, and the University of Michigan. He has served as a member of the National Association of Estate Planners and Councils and the Westchester Estate Planning Council.
David lives in Westchester, New York, with his wife Sara and their two daughters. In his free time, David enjoys Muay Thai boxing, tennis, biking, and golf.
Joe joined Navis in August 2019 from CWS CPA, LLP in New York where he served as a non-equity tax partner. He leveraged his tax knowledge and experience at a few highly regarded regional accounting firms, such as Reynolds & Rowella, LLP of Ridgefield, Connecticut; Venman and Company, LLC in Shelton, Connecticut; and Nanavaty, Nanavaty & Davenport, LLP in Newtown, Connecticut.
A material portion of Joe’s public accounting career was spent in tax consulting, compliance and research at large multi-service firms such as Silvercrest Asset Management Group, LLC in Charlottesville, Virginia where Joe was vice president of tax and a member of the Silvercrest Investment Funds administrative team. At Silvercrest, he managed tax projects for corporations, partnerships, individuals, trusts and foundations and he prepared and reviewed returns for the investment funds managed by the firm. Joe began his career at Ernst & Young, LLP in Greenville, South Carolina, where he spent five years gaining valuable experience in tax compliance and real estate issues. Joe also understands the demands and rigor of being an entrepreneur and a business owner, having been an owner/operator of a national motorcycle salvage business. This has certainly enabled Joe to truly understand and effectively deliver the quality of service required by today’s entrepreneurs, business owners and executives.
Joe obtained both his B.S. in financial management and his master’s degree in professional accountancy from Clemson University where his studies focused on tax and finance. He continues to pursue professional training in tax-related issues and personal finance.
Joe lives in Newtown, Connecticut, with his wife Renee and their four children. Joe’s interests are college sports, Formula 1 auto racing, and working on his own cars.
Prior to joining Navis, David was the managing partner of Citrin Cooperman Wealth Management and its successor firm, Apexium Financial LP. He also served as associate counsel and executive vice president of a national financial services firm that focused on advanced estate and tax planning for wealthy individuals and families Before entering the wealth management field, he engaged in the private practice of law, primarily in wills, trusts, and estates.
David has written articles on various topics including deferred compensation, life insurance, estate planning, personal financial planning, investment strategies, and taxation. His articles have been published in The New York Law Journal, The National Underwriter, the Westchester County Bar Journal, the Journal of Financial Planning, and The Legal Intelligencer. He is also frequently engaged to speak to various groups of tax, legal, and insurance professionals, including the Westchester Country Bar Association, Citrin Cooperman, the New York State Bar Association, Baruch College-Zicklin School of Business, and UJA.
David served as a member of the Board of Directors of the Westchester County Bar Association from 2013-2017, where he also serves on the board of the Trusts and Estates Section. He is also chairman of its Tax Section. He is a member of the New York chapter of the Society of Trust and Estate Practitioners (STEP) and previously, served on Lincoln Financial Group’s Premier Partners Advisory Committee.
David earned his B.A. from Union College, his J.D. from Syracuse University Law School, and his master’s in taxation from Pace University Lubin School of Business. He is admitted to practice law in the States of New York and Connecticut, and in the federal Tax Court.
David resides in Rye Brook, NY and Danbury, Ct. He enjoys fitness, yoga/mindfulness, swimming, being with his family, reading, and travel. Before having cancer, he was an avid tennis, platform tennis, and squash player. He still enjoys paddle sports, but not competitively.
