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 64: General Contracting in NYC 101 with Phil Garcia from O & L Expert Contracting
Episode 63: How to Leverage Credit Card Benefits with Your Business & Life!
Episode 62: Adam Piore, Author of ”The Kings of New York” Published by The Real Deal
Episode 61: Kael Goodman,Co-Founder & CEO of Marketproof New Dev & Condo
Episode 60: Sean Soderstrom & Dan Breitbach, CEO & Founder of Courted.IO
Episode 59: End of the Year & Happy New Year Pod! The 2021 Awards, from Real Estate Winners, Losers, Surprises & Trends
Episode 58: Nick Svensson of Montecito Santa Barbara,
Episode 57: Guy Oberg, Founding Agent & Real Estate Pro in Austin Texas
Episode 56: Frank Suriano, Broker with Compass NYC. You Are What You Make Of It!
Episode 55: Daisy Dolan, The Director of Strategic Growth at Compass
Episode 53: The Power of Networking: Your Network is Your Net Worth @ Compass Feat. Gordon Golub & Levi Meyer
Episode 52: James Nelson, Over $6B in Sales, Discusses State of the 2020-2021 NYC Commercial Market & Where Future Opportunities May Lay
Episode 51: David Graff, Compass Commercial NYC. The Ins & Outs of The Graff Team NYC Commercial Deals
Episode 50: Andrew Jorges, Esq, Starting Up Own Shop in NYC, Coop Disclosure Laws, Rental Laws & Being a Landlord
Episode 49: Hamptons Real Estate James Petrie of the Petrie Team
Episode 48: Compass Opening in Vail CO Feat. Founder Tom Dunn. Big Deals Living the Big Mountain Life!
Episode 47: Compass IPO Story, Problems with the NYC Rental Market, WSJ Article on NYC Co-Op Boards Explaining Why They Deny Buyers
Episode 46: Jared Kleinstein of Streeteasy 1.0, How It All Started, The Beginnings, Up to The Acquisition
Episode 45: Greg Hart, Chief Product Officer of Compass & Ex-Amazon VP Of Alexa, Echo, Speech, and Advisor to Jeff Bezos
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