David Gottstein

CEO at Efficient Tax LLC
On the record
Bio

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.

Employment
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