David L.  Ferrucci

David L. Ferrucci

Managing Partner

David's knowledge in wealth management has developed through more than thirty years of interpersonal experiences with individuals and family units, as well as through a lifelong commitment to academic research. Following his undergraduate studies at Trinity College, David completed a master’s degree through Columbia University where he researched money’s effect on family dynamics. He then returned to Trinity and completed a master’s in economics, concentrating on portfolio management and behavioral finance. Most recently, David concluded a third master’s program, through Wesleyan University, studying individual decision-making in the context of personal finance.

David and his wife, Michele, have been married for more than twenty-five years, and raised their three children – Maddie, Ella, and Nicholas – in Essex, Connecticut. While maintaining a presence in Essex, David and Michele now live on Cape Cod in Orleans, Massachusetts. David enjoys playing golf and fishing, as well as taking long walks with Michele and their dogs. David is also a volunteer at Cape Cod National Seashore where he shares his love of the Cape with visitors from around the world.