Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, advisor who has raised over $15 billion for hundreds of companies, and investor in multiple billion dollar exits. He is passionate about advancing new ideas in technology and entertainment, and supporting philanthropic causes for disadvantaged groups. He’s a creator who enjoys writing books and drawing cartoons. He invites you to reach out.


I started my investment banking career at the age of 19 before I could legally attend happy hour.

I started my investment banking career working for Goldman Sachs and then joined the fledgling investment bank, Jefferies, when it had less than 200 employees and an equity market capitalization of under $200 million. Jefferies was a scrappy, entrepreneurial California-based bank that was started by an ex-cattle rancher in a phone booth and dared to challenge the incumbent giants of Wall Street. Today, Jefferies is a multi-billion dollar diversified public company (NYSE:JEF).

Over almost 25 years at Jefferies, I progressed from the proverbial janitorial suite to Managing Director co-running all Digital Media and Internet investment banking activities. I’ve worked with hundreds of companies, including IBM, Google, Microsoft, Sony, Yahoo!, and Yelp. I’ve managed all aspects of capital markets, venture capital and advisory for high growth Internet and technology companies and completed over 100 transactions for a broad range of companies in the USA, Asia and Europe. I’ve worked on almost every conceivable type of corporate finance transaction including IPOs, follow-on offerings, convertibles, securitizations, and private company sales. I’ve seen it all.

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After retiring from investment banking, I entered the world of start-ups and co-founded several companies in asset management, technology, media, and entertainment. My current and past activities include:

  • Vice Chairman of MobilityWare, one of the largest mobile, casual gaming companies in the world
  • CEO Advisor to Capacity, an artificial intelligence platform
  • CEO Advisor to Internet Brands/WebMD, a multi-billion dollar technology company
  • CEO Advisor to ProSiebenSat.1 Media, one of the largest media companies in Europe
  • CEO Advisor to TEG Live, a GRAMMY and Tony Awards winning live production company
  • CEO Advisor to Vobile, a billion dollar video software company
  • Investor in Philz Coffee, an iconic coffee retailer based in Silicon Valley
  • Investor in Stampede, a movie and TV production company

Dave is also a perspiring artist and writer who is learning how to draw and write funny. He studied creative writing at the University of Pennsylvania, Sundance Institute, and The Second City. He publishes a career advice column called “Breaking Bamboo,” and a cartoon series called “The ABC Life.”

Dave is active in philanthropy and non-profit organizations. Net proceeds from his books will go towards charities helping children born with clefts, Asian Americans, and other disadvantaged groups.