Position: Senior Tax Associate
Phone: +1 732 372 0695
LinkedIn: View Profile
David Stoneback is a Senior Tax Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey, David is responsible for providing tax compliance, tax planning and accounting services for individuals, trusts, corporations and partnerships. He has more than 4 years experience in the tax and accounting industry, and specializes in working with high-net-worth individuals, small to mid-size businesses, foundations and investment funds.
Prior to Leo Wealth, David was a Staff Accountant at WithumSmith+Brown, PC where he provided audit, tax and accounting services to clients primarily in the construction, professional services and real estate industries.
David is a licensed Certified Public Accountant in the State of New Jersey. He is a member of the American Institute of Certified Public Accountants and New Jersey Society of CPAs.
David earned dual Bachelors of Science degrees in Accounting and Finance from West Chester University of Pennsylvania. Currently, he volunteers at a nonprofit yacht club which provides sailing instruction in the summer. He also enjoys outdoor activities including fishing, jet skiing and hiking.