David Lai

David Lai
Senior Fund Accountant

David is responsible for managing and maintaining our daily books and records. He also makes and manages our financial planning and analysis models, which help drive our overall decision-making, both internally and externally.

Prior to Route 66, David spent two years in public accounting. Here, he focused on provision audits and corporate tax compliance in the firm’s technology group. The bulk of his work involved process automation and data analytics for financial services companies.

Outside the office, David can be found perfecting his oatmeal chocolate chip cookies, battling friends at Settlers of Catan, or cheering on his alma mater, the UVA Cavaliers.

There’s no problem a good Excel sheet can’t solve. With gridlines off, of course.