David Margulies
Senior Wealth Advisor

Education & Philanthropy
David went to Annandale High School, where he was captain of the chess team. He graduated from Yeshiva University in New York with degrees in history and Judaic studies. David has a passion for Austrian economics, as well as historical criticism, and he spends much of his free time reading up on both subjects. He and his wife, Julia, have served on the boards of the Jewish Community Center of Northern Virginia and Gesher Jewish Day School, where they were instrumental in contributing and fundraising for the school’s permanent location. They raised their three children in northern Virginia and now split their time between Fairfax, VA and St. Petersburg, FL. In 2020, David was honored to make the gift of three paintings from the 19th-century Jewish artist Moritz Oppenheim to The Jewish Museum in New York City. FINRA’s BrokerCheck | 2B SupplementWondering if there might be something more you and your money could do?
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