FUN FACT: David celebrates his birthday every four years but is unsure whether he should do so in February or March.
Fund Controller
David serves as Fund Controller at Truehelm. He supports all fund accounting, financial reporting, investor services, compliance, audit, and tax work relating to Truehelm. His role encompasses all funds and their related entities. David joined Truehelm in 2017.
David has nearly 15 years of accounting and financial services experience. Prior to joining Truehelm, David served as AVP, Fund Accounting Manager for SS&C Technologies, a global fund administrator. During his time there, he was responsible for the preparation and review of all financial and partnership accounting for his clients and their funds. Before SS&C, David worked for CBRE as an Accounting Manager, where he was responsible for retail, office, hotel, land, and industrial real estate investment properties.
David holds his B.A. in Accounting and minors in Art History and Studio Art from Bethel University.