David Gottstein

On the record

David Gottstein is a Wharton School graduate with a degree in Economics and Finance. He is president of Dynamic Capital Management and founder and CEO of Efficient Tax LLC, a national leader in tax sensitive wealth management software. Along with his expertise in the wealth management arena is his lifelong experience as a public policy activist that began when he was a teenager stuffing envelopes for LBJ and later crafting bipartisan policies for lawmakers in Alaska.