David DuBrava

AIF, MBA

Senior Advisor, Wealth

+1 (978) 569 2940

David DuBrava is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He has more than 15 years of experience in the institutional retirement plan marketplace. David couples his knowledge of retirement plan design and administration with his expertise in investments and retirement planning. This allows him to develop forward-thinking, custom solutions tailored to our clients’ needs and requirements.

Prior to joining the firm, David spent four years at an American financial services organization 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.

Experience

Advises executives and professional on the requirements of qualified retirement plans
Guides plan sponsors through the formation, implementation and ongoing management of their retirement plans
Advises executives on issues concerning plan investments
Assists clients in meeting fiduciary responsibilities and develops strategies to mitigate fiduciary liability
Conducts educational workshops for clients’ plan participants
Analyzes and evaluates various retirement plan providers to identify the best options based on factors such as financial stability, investment performance, fees and customer service
Accredited Investment Fiduciary (AIF)
MA Life, Accident and Health Insurance License
FINRA Series 6 and NASAA Series 63 and 65 securities qualifications

Thought leadership

“Navigating fiduciary responsibility in the era of fee compression: the imperative of due diligence in retirement plan management,” April 2024
“2024 retirement plan contribution limits,” November 2023
“Financial wellness: planning for your financial future,” November 2023
“Market outlook for retirement plan sponsors and participants,” August 2022

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

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Baker Tilly Wealth Management, LLC is a registered investment advisor. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC

David's latest insights

Article

Navigating fiduciary responsibility in the era of fee compression: the imperative of due diligence in retirement plan management

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