Strategic financial solutions for businesses, fostering growth and compliance:
Personalized tax strategies for high-net-worth individuals:
Skilled attestation and compliance for employee benefit plans:
Comprehensive trusts planning and reporting:
Tailored financial services to nonprofit missions:
David is the former Managing Partner of BHCB, having joined the firm in 1979. Over his 45 years, he has developed extensive experience in tax, accounting, and business services, servicing clients in various industries including healthcare, professional services, real estate, senior assisted living, and higher education. David is a member of the AICPA and the CTCPA and has previously served on the CTCPA State Taxation Committee. He has served in numerous community roles, including as a two-term past President of the Quinnipiack Club, Chairman of the Finance Committee at Racebrook Country Club, Treasurer of American Legion Baseball Post 127, and various other volunteer positions. He resides in Shelton, CT with his wife Lisa and has two children. David enjoys golfing, swimming, and playing pickleball.
If you like what you’ve seen so far, we’d love to hear from you! Reach out to us today and discover how we can work together to achieve your financial goals. Our team is excited to connect with you and provide the exceptional service and expertise that sets BHCB apart.
234 Church Street New Haven, CT 06510
Phone: 203-787-6527
Fax: 203-776-8745
1 Post Road Fairfield, CT 06824
Phone: 203-333-2228
Fax: 203-333-3520