Dave Buxton
SVB Private - Senior Managing Director
Career Highlights
Obtaining Certified Financial Planning designation through accelerated program that included completion of seven level college courses in 10 months while working full time
Building the SVB Private Boston office from 5 employees in 2014 to more than 100 employees and thousands of clients today
Running a 235 bed youth hostel in Boston with 25 employees at age 22
Failures
Believing a recruiter years ago that making a move at the time was going to be a great step in my career. The grass wasn't greener, just a different shade of brown
Every time I have sacrificed meaningful family time and events because I thought work was more important
Lived through the second largest bank failure in US history and came out on top!
Hobbies
Skiing, Boating, Cycling, Wine, Music, Craft brewing
Talk to me about
Personal planning for liquidity events
Financial freedom
Identifying short and long term personal financial goals and more importantly, how to get there
I want to talk to you about
Your personal financial journey
Insurance planning
Tax mitigation strategies
Estate planning