David Dreifuss

About David

David Dreifuss joined the firm in 2008 and became a partner in 2021. He assists in all areas of portfolio management and client service. David’s fascination with the markets is genetic. His great-grandfather and grandfather were stockbrokers at Bear Stearns, and his father was a member of the CBOE for more than 25 years. David serves on Private Wealth Management’s alternatives committee, the firm’s Mission, Vision, and Values committee, and PWM’s Advisory Council.

David graduated from the University of Wisconsin-Madison with a B.S. in economics and a certificate in business. He lives in Highland Park with his wife, Juli, and their three young children, Lanie, Benny, and Marnie. David was a founding board member of the Economic Student Association Advisory Council for the University of Wisconsin-Madison. He is a director for the Western Golf Association, the organization behind the Evans Scholarship. David loves to golf and, after the impact that caddying had on his life, is passionate about bringing that experience to others.

Professional Recognition and Awards

• Forbes Top Next-Gen Wealth Advisor 2020, 2021, 2022¹
• Forbes Top Next-Gen Wealth Advisor Best-in-State, 2023¹
• Financial Planning Top 40 Advisors Under 40, 2021, 2022, 2023, 2024²

¹ Forbes Top Next Generation Wealth Advisors; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
² The list recognizes the top producing younger advisors at wirehouses and regional firms who were under 40 as of year-end and were registered with an advisory firm in the non-wirehouse employee channel.