Dave Settanni

Dave is the Chief Financial Officer of Sutton Place Investors LLC, a boutique investment company serving high net worth families and small institutions.  He is a CFA Level II candidate and has been in the financial services industry since 2013. He helps people with simple but very effective ways to save money and grow their personal fortunes.  His specialty is investing in publicly trades securities and he is proficient in tax planning.

Workshop presenter – “How to spend, save and invest wisely”