Overview
Advises on matters related to fiduciary responsibility, the Employee Retirement Income Security Act of 1974 (ERISA) and qualified plans.
Before joining Schulte, David held positions in both the private sector (as vice president and assistant general counsel of a major investment firm) and government service (with the Department of Labor Employee Benefits Security Administration’s Divisions of Regulatory Coordination and Exemptions).
David speaks and writes widely on ERISA and benefit fund-related issues, including authoring ERISA compliance guides for broker-dealers for Practising Law Institute and presenting on:
- “Handling ERISA Issues When Managing a Plan Asset Look-Through Fund” for a Financial Research Associates Hedge Fund Tax, Accounting and Administration Master Class
- “Fund Formation Issues,” “Current Topics in Private Equity and Alternative Investments” and “Current Fiduciary Issues” for recent Practising Law Institute Pension Plan Investments and ERISA Plans in the Financial Markets conferences
In recognition of his accomplishments, he was selected for inclusion in New York Super Lawyers, a listing of outstanding lawyers in the New York metro-area, Chambers USA and The Best Lawyers in America.
Recognitions
- Chambers USA
- Best Lawyers in America, Employee Benefits (ERISA) Law, 2009–2020 and 2026
- New York Super Lawyers, 2006–2020, 2022
Community
- Business Law Section, American Bar Association
Credentials
Education
The George Washington University Law School, JD
Columbia University, BA
Admissions
New York
Prior Experience
Partner, Rosenman & Colin
Vice President and Assistant General Counsel, Prudential Securities Inc.
Division of Regulatory Coordination; Division of Exemptions, US Department of Labor, Employee Benefits Security Administration
