David Kates

David Kates is Director of Mergers & Acquisitions at WSB, supporting the firm’s growth strategy within the Finance team. In this role, David focuses on evaluating and advancing acquisition opportunities that align with WSB’s long‑term business objectives, working closely with leadership to support successful transactions and strategic expansion. He brings a disciplined, analytical approach to mergers and acquisitions that helps position WSB for continued growth while maintaining financial strength and alignment with the firm’s values.