David Greene is recognized as one of the top financial advisors and investment managers in the Mid- Atlantic region. A member of the MindShare Class of 2008, David is one of the only investment managers in Washington with personal experience starting and leading technology businesses. In13, David was described by SmartCEO magazine as a top wealth advisor in their list of 'Wealth Managers - Readers Choice.' David Greene joined Bernstein in 2008 to advise business owners and other high-net-worth individuals and institutions regarding investment strategies. He works closely with clients and their professional advisors on a wide range of investment matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses. Previously, David was president of Inspire, a startup online media company focused on health issues and, before that, president of PostNewsweek Tech Media, a division of the Washington Post Company. He began his career as a consultant with McKinsey & Company in Atlanta. David earned an AB in economics from Harvard College and an MBA from Harvard Business School. He is a CERTIFIED FINANCIAL PLANNERTM and the author of Dollars and Sense: Ten Fundamentals of Financial Success (http://dollarsandsensebook.com). In addition to his work with the Mindshare Organizing Board, David serves as President of the Harvard Club of Washington, DC, and as an active board member of the McLean Estate Planning Council and the Exit Planning Exchange (Washington, DC, chapter). He works closely with a number of local and national nonprofit and charitable organizations, including the Von Hippel-Lindau Family Alliance. David is an active member of the Northern Virginia Estate Planning Council, the Association for Corporate Growth, and Financial Executives International.