David works in Walter & Shuffain’s tax department where he focuses on individual, trust and estate tax. He works closely with a wide range of clients, specializing in private equity. David assists his clients and their trusted advisors in developing comprehensive income and estate tax plans. Prior to joining Walter & Shuffain, David worked in the Personal Financial Services tax group at PwC specializing in high-net-worth individuals.
David holds a BS in Business Administration with a concentration in Accounting from the Whittemore School of Business & Economics at the University of New Hampshire. David is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of CPAs and the Boston Estate Planning Council.
As an Eagle Scout and former Division-1 athlete, David likes to stay active outdoors. He enjoys spending his summers on Martha’s Vineyard with his wife Paige and their 2 sons. David is an avid New England sports fan and skier and enjoys playing softball with his friends and golfing.