David manages transactions through due diligence and execution. He initiates the diligence process with a deep review of the team’s history, firm formation, portfolio management process, and track record. He brings broad knowledge of the capital markets with deep expertise in credit and opportunistic strategies.
Prior to joining Steward, David was Principal, Credit-Distressed investing at Brookville Advisory. Previously, he was a Managing Director and Portfolio Manager at Morgan Stanley following their acquisition of Brookville Capital Management, an opportunistic credit manager which he co-founded. Previously, he was a Managing Director of Bankers Trust Company, with responsibility for both credit and equity portfolios; during his tenure, he was awarded a 5-star rating by Morningstar. Earlier roles include Portfolio Manager at Kidder Peabody, Associate in the mortgage-backed securities division of Goldman Sachs, and Analyst at Salomon Brothers.
He holds a B.A. in Mathematics and an M.B.A. from the Wharton School, both from the University of Pennsylvania. In addition to Steward, he is also an auxiliary professor of finance at Molloy College and is an avid athlete having completed more than forty triathlons including “Escape from Alcatraz.”