David DuBrava

David DuBrava

AIF, MBA

Senior Advisor, Wealth

+1 (978) 569 2940

Leave a messagearrowCreated with Sketch.

David has more than 15 years of experience in the institutional retirement plan marketplace. His primary area of expertise is retirement plan design, including advising executives and professionals on the requirements of qualified retirement plans, addressing issues concerning plan investments and developing strategies to mitigate fiduciary liability.

He couples his knowledge of retirement plan design and administration with his expertise in investments and retirement planning. He is actively involved in guiding plan sponsors through the formation, implementation and ongoing management of their retirement plans. His client base relies on him to assist them in meeting their fiduciary responsibilities, adhering to complex ERISA regulations and meeting their overall goal of providing best-in-class retirement plans for their organizations. He is a passionate advocate for plan participant education and regularly conducts educational workshops for his clients’ employees.

Prior to joining the firm, David spent four years at TIAA Financial Services where he consulted with plan sponsors and intermediaries on a wide variety of matters including retirement plan design and compliance, investment reviews, fee benchmarking studies and fiduciary and plan participant education. He also held similar positions with New York Life Investment Management and Fidelity Investments.

  • Retirement plan design and compliance
  • Plan provider analysis
  • Fee benchmarking
  • IRS compliance programs: SCP, VCP, Audit CAP
  • Fiduciary guidance/plan governance
  • Investment strategy
  • Investment evaluation and monitoring
  • Plan participant education
  • AIF – Accredited Investment Fiduciary
  • FINRA Series 6 – Investment Company and Variable Contracts Products Representative
  • FINRA Series 63 – Uniform securities agent
  • FINRA Series 65 – Investment adviser representative
  • MA Life, Accident & Health Insurance License

Location

Boston, MA

Education

Master of Business Administration in accounting and finance
St. Bonaventure University (Allegany, New York)

Bachelor of Arts in health and human services
State University of New York (Buffalo, New York)