Founder and Principal
David is responsible for the execution of client deliverables as well as the overall operations of the firm. Prior to launching Pillar in April 2021, he spent 15 years in consulting roles at financial services firms and consulting firms, including Bank of America, UBS, and most recently as a Director with Kroll. Since 2012, his focus has been on advising registered investment advisers on compliance issues related to the Investment Advisers Act of 1940. David has advised numerous hedge fund and private equity clients on regulatory matters and has prepared and provided guidance to investment managers undergoing regulatory examinations.
Prior to 2012, David advised companies on all aspects of their employee retirement programs with a focus on compliance with the Employee Retirement Income Security Act of 1974 (ERISA). At UBS, David was part of the firm’s Institutional Consulting Group, a select group of advisers that provide ERISA expertise to institutional clients.
Juris Doctor, Seton Hall Law School
Master of Business Administration, American University, Kogod School of Business
Bachelor of Science in Finance, American University
Certified Investment Management Analyst (CIMA)
Accredited Asset Management Specialist (AAMS)
Brandon advises senior management and compliance staff at registered investment advisers. He is responsible for the execution of client deliverables. Prior to joining Pillar in May 2022, Brandon was part of Kroll’s Financial Services Compliance and Regulation practice for five years where he assisted private equity firms and hedge fund managers.
At Pillar, Brandon advises clients across all facets of their compliance programs including risk assessment, policies and procedures, and compliance testing. Other key responsibilities include advising on regulatory filings, compliance technology platforms, and issues related to the allocation of expenses.
Bachelor of Business Administration in Finance, Villanova University