David Wolinsky leads the execution of all of Palm Tree’s services and manages the teams to ensure quality and timeliness of client deliverables. He was the first team member to join Palm Tree after its founding in 2010 and brings well-rounded experience plus sharp business acumen to the firm’s engagements.
Working throughout the services offered by Palm Tree, Mr. Wolinsky has developed the ability to quickly analyze, uncover, and plan for business issues across industries. With Palm Tree, he has served as the interim Director of M&A and Operations for multi-location healthcare organization, led client growth through acquisition and operational improvement, and driven client initiatives to improve working capital and operating margins.
Before joining Palm Tree, Mr. Wolinsky worked as an investment banker with Jefferies in New York and San Francisco. Earlier in his career, he held positions with Goldman Sachs and Roxbury Capital.
Mr. Wolinsky graduated magna cum laude, earning dual BS degrees in Business Administration and Accounting from Villanova University. He has visited all 50 U.S. states.
Founder, Managing Director, and President
Managing Director and
Head of Capital Markets
Managing Director
Principal
Senior Vice President
Senior Advisor
Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.
We currently have positions available within the organization for employees of top accounting and consulting firms and for recent graduates.