Director of Investments

David joined the BW&A team in 2017. David primarily focuses on transaction origination, underwriting, and capital deployment across BW&A’s investment platforms, and oversees all aspects of Federal and State Historic and New Markets Tax Credit transactions for the firm. He has personally managed closing of tax credit transactions totaling over $625M in project cost for BW&A, including monetization of $190 million of tax credits since joining the firm. David has provided tax credit, financing, development, and feasibility technical consulting services for dozens clients, ranging from for-profit developers to non-profit organizations and quasi-municipal entities. David holds a Bachelors Degree in Economics and History from Washington & Lee University. Prior to his joining BW&A, David worked in business development for a real estate tech start-up, as well as for Morgan Stanley wealth management. David lives in Glen Allen, VA with his wife, Caroline, and two kids.