David is one of the most successful individuals I have encountered in my life, and probably one of the top serial entrepreneurs in NYC in the last 10 years. Success can be defined in various ways, both subjectively and objectively. But to rattle off a few facts, David's completed his undergrad at Duke, attended HBS, & worked in the corporate field at Bain for a few years, published a book "Money Makers", (available on Amazon), all before turning 30.
We met around 8 years ago at Urban Compass, at a small loft office in Soho with just a few brokers and a dozen engineers. He started there as the COO, then eventually became the CFO & handled the financial operations of Compass until it became a $2B company.
Fast forward to today, David is the founder & CEO of Harness Wealth, an early-stage consumer wealth tech company dedicated to helping clients unlock financial opportunities to achieve their best financial future through their customized approach. Find out how:
-To pick the right team after a liquidity event
-Securing your financial future by picking you the right financial advisory team
-Tax structures that small business owners may not be aware of that is to the benefit of a business owner
Follow David on IG at @harnesswealth or his website www.harnesswealth.com.
Episode 104: Onie Bolduc
Episode 103: Mark McLaughlin, Chief Real Estate Strategist of Compass
Episode 102: Nick Bowers, NYC's TOP Estate Lawyer Answers the Hard Questions!
Episode 101: Adam Seth Turk Esq, Born in Brooklyn, Bred in Long Island, Life Long Knicks Fan, Real Estate Nerd & Lawyer in NYC
The 100th Episode of The Real Takk Podcast
Episode 99: Shay Artzi, Head of Engineering at Compass & The Pioneer of AI in Real Estate
Episode 98: End of Year Wrap Up & 2024 Prediction with Justin Rubinstein of Compass NYC
Episode 97: End of Year Wrap Up & 2024 Prediction Pod with Mark Jovanovic
Episode 96, Sean Mcpeak of Serhant, End of Year Wrap Up, and Prediction of the 2024 Real Estate Market
Episode 95, Jordan Wright, Malibu-Based, Third-Generation Real Estate Agent
Episode 94, Brandon Walsh, $80 Million in Sales of Real Estate, Founding Team of Compass Lake Tahoe
Episode 93, Todd Wiley, Founding Agent of Compass San Francisco
Episode 92, Jeff Reynolds, Representing Compass Seattle, Expert in Luxury Condo & Land
Episode 91, Bree Arellano, Real Estate Pro of Compass San Diego
Episode 90, Jay Martin, Lobbyist & Executive Director of CHIP
Episode 89, David Lombino, Managing Director of Two Trees, Discussing Domino Park, The Refinery, Brooklyn, & Bjarke Ingels River Ring
Episode 88, Jason Advocate, Partner At Advocate LLP, On Divorce Law In Real Estate
Episode 87, Aaron Buchbinder, Founding Agent of Compass, On The Real Estate Market In Boca Raton
Episode 86, Jordan Sachs, Founder of BOLD NY, On Real Estate Investments & Ground Up Brokerage Strategy
Episode 85, Joe fox, Operator & Manager of NYC Multi Family Residential, Commercial Mixed Use, Coops & Condos.
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