David M. Weinstein ’82, MBA ’91

David Weinstein
“I had the privilege of studying the liberal arts as an undergraduate at Pace and that education taught me critical thinking and how to challenge ideas. Those skills have assisted me throughout my career as I work with clients to understand their issues and craft solutions to their problems. Pace afforded me the luxury of direct interaction with incredible faculty that took a genuine interest in me as a student and as a young adult and those are lessons I use every day as I interact with family, friends and business associates.”

David M. Weinstein ’82, MBA ’91
Founder and Principal
Lakeside Advisors

 

Founder and Principal
Lakeside Advisors

David M. Weinstein, founder and principal of Lakeside Advisors, is a corporate finance specialist with expertise in the development and implementation of business and strategic plans; financial analysis and modeling of strategic and operational assessments, financial reporting, restructuring, mergers, acquisitions and divestitures; due diligence; balance sheet recapitalizations; refinancing, debtor-in-possession and post confirmation financing. David’s experience also includes the financing and advising of publicly and privately held national and multinational companies ranging from $5 million to $2 billion.

Prior to forming Lakeside Advisors, David was a principal in the management consulting firm of Morris Anderson & Associates, Ltd., where he was responsible for the firm’s corporate finance advisory practice. Prior to joining Morris Anderson, David was a SVP and national Managing Director of bankruptcy and restructuring for Congress Financial Corporation, a senior manager in the Corporate Financial Consulting Services practice at Arthur Andersen, LLP, and a VP of the New York office of The CIT Group / Business Credit, Inc..

David is a frequent lecturer and a nationally recognized panelist on bankruptcy, corporate finance and financial restructuring issues for professional and educational groups including Columbia University’s Executive MBA program, the NYU Stern School of Business MBA program, the Foundation for Accounting Education, the Institute for International Research, the American Bankruptcy Institute and the Turnaround Management Association. David was recently appointed as Adjunct Faculty to Pace University’s Lubin School of Business in the Finance and Graduate Economics department; he has been an adjunct faculty member of NYU’s School of Continuing Education and has authored numerous articles on corporate finance and bankruptcy related issues for financial publications. He was recently appointed as an Instructor under a grant from the Department of Labor’s Insurance and Financial Services Certificate Program where he taught Financial Statement Analysis and Financial Modeling.

David is a current Board member and Officer of the Turnaround Management Association-Connecticut Chapter and is a former member of the international Board of Directors of the Turnaround Management Association. He is a member of the Association for Corporate Growth and the American Bankruptcy Institute. His civic responsibilities included serving as the Chief Financial Officer and current Board member of Congregation Beth El, serving as the Finance Division Chair of the American Jewish Committee and as a Board member of the Breast and Prostate Cancer Research Foundation.