
Investment Consultant
With decades of experience as an institutional trader for Speer, Leeds and Kellogg – a subsidiary of Goldman Sachs – BTIG and MKM Partners, Dellacato has a unique insight into the internal workings of major institutions and public companies. Developed high proficiency in currency wires, equity and commodity trading, margin and option strategies, retirement allocations, 401K development, Corporate actions and execution in all managed accounts. Established an analysis plan to also help clients decrease expenses including telecommunications, credit card processing, shipping and waste services. Dave knows that for businesses both big and small, service expenses and core costs are often overlooked, or at the very least not analyzed with the proper discretion.
btig.com
fidelity.com
mkmpartners.com
Monroe, Connecticut, United States
Investment Consultant
Fidelity Investments
• www.linkedin.com/company/fidelity-investments
• Full-time
Oct 2024 - Present
Investment Solutions Representative II
Fidelity Investments
• www.linkedin.com/company/fidelity-investments
• Full-time
Dec 2022 - Present
High Net Worth Advisor
Fidelity Investments
• www.linkedin.com/company/fidelity-investments
• Full-time
Oct 2021 - Dec 2022
Managing Partner
TWT Investments Inc.
• Full-time
Jan 2018 - Oct 2021
Monroe, Connecticut, United States
Director Institutional Sales & Research
MKM Partners
• www.linkedin.com/company/mkm-partners
Sep 2011 - Jan 2018
Director
BTIG
• www.linkedin.com/company/btig_2
Jan 2007 - Dec 2011
SVP
Spear Leeds & Kellogg/Goldman Sachs Company
Jan 1992 - Dec 2006