Founded in Buffalo, NY in 2016, NuLevel Strategies, LLC works to help organizations become more impactful and sustainable. The combined skills of our founders allows us to provide custom solutions for organizations large and small.


David's passion for public benefit work -- along with decades of experience helping nonprofit groups in areas of advocacy, arts, literacy, health and human services -- led to the inspiration to start a service-based company to fill a void and better aid mission-based organizations.

He began his professional career in business management at SUNY Buffalo's Music Department, later serving as Assistant Dean of UB's College of Arts & Sciences where he managed its $45M budget.  This grounding in academia might explain David's keen ability to present technical and accounting concepts, tools and systems in a way that engages clients across all ranks of an organization.

In 2000, David transitioned into the finance industry and excelled in areas of investment management, performance analysis, systems implementation and process improvement. Before starting NuLevel Strategies, David was CFO of a private equity firm where he specialized in business analysis and financial modeling.   

David is a CPA, licensed in the state of New York. He holds an MBA from SUNY Buffalo and the CFA and CMA professional certifications. In March 2018, he completed the requirements for the nationally-recognized CNAP designation (Certified Nonprofit Accounting Professional).


From business owner to nonprofit CEO, Connie knows first-hand the scope of the role and the challenges faced in the top job. She says, "I appreciate the intense highs and lows that go along with having the ultimate responsibility for an organization. I'm keenly aware of the personal sacrifices required to drive an organization to success." 

With 25 years of performance-driven leadership experience in both commercial ventures and the not-for-profit sector, Connie has a knack for building effective boards, high-spirited teams and community support for programs and special causes. 

She is certified by the North Carolina State University Business Coaching Program. She has a certificate in Nonprofit Management from Duke University and a BA in Communication with Distinction (Cum Laude) from UB. Connie is also passionate about cultural diversity in the workplace. At NC State University, she co-authored a report titled Cross-Cultural Coaching: An Overview.  Prior to that, Connie was honored with the Circle of Influence Diversity Award 2007 presented by the Multicultural Business & Professional Network of the Greater Durham Chamber of Commerce.

Connie was chosen by the Women’s Business Center (Canisius College) to lead the annual Business Planning Retreat for female business leaders and business-owners. In 2019, she was appointed to the Erie County Arts & Cultural Advisory Board by Erie County Executive Mark Poloncarz.




  • Certificate in Nonprofit Management, Duke University
  • Business Coaching Certificate, NC State University
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Certified Management Accountant (CMA)
  • Certificate in Investment Performance Measurement (CIPM)
  • Certified Nonprofit Accounting Professional (CNAP)