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David Dalfonzo serves as the Senior Manager Advisory Services for the firm. In his role, David puts his varied experience in audits, administration, operations, compliance, investor relations, technology and pricing to best use by developing strategies and improving business processes to drive business performance across Untracht Early’s financial services and family office client base.
David began his career in public accounting with a specialty in hedge funds (for domestic and offshore hedge funds, fund of funds, and private equity funds). Most recently, he was the Controller, Director and Associate Partner of a prominent, multi-billion dollar New York-based trading and investment firm where he had primary oversight responsibility for the Accounting and reporting function. David was critical in both strategic decisions-making and maintaining high standards through the implementation of controls and procedures to support a sophisticated, multi-dimensional back office. His passion for technology helped fuel the development of various proprietary accounting and reporting systems designed to streamline the use of company-wide data and reporting.
David received a Bachelor of Science in Accounting and a Bachelor of Science in Administration, with a focus in finance, from the University of Delaware. He is a licensed CPA in New Jersey and is a member of the New Jersey Society of Certified Public Accountants.