David Harelick
PE Marketing Strategist | Fractional CFO (Healthcare) | Medical Office Investor | MIT Sloan MBA, CFA
- Role
- CFO at Cape & Islands Periodontics And Oral Surgery, P.C
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About David Harelick
ProSage Group operates across three business lines:* We help professional services firms increase their marketing ROI across sectors including private equity. We amplify the impact of live events, showcase thought leadership, and drive client engagement.* We provide fractional CFO services in healthcare, bringing operational and financial discipline to multi-location dental and medical organizations.* Through Health Office Trust™, we invest in medical office real estate, offering practice owners long-term lease stability while generating strong risk-adjusted returns for investors. Before ProSage, I led the North American operations and investments of a Kuwaiti-based investment company managing a $500M+ portfolio spanning private equity and commercial real estate. I was a partner in a net lease real estate fund backed by Prudential and started my career as an investment banker at Wasserstein Perella. I hold an MBA from MIT Sloan, a BS from Cornell, and a CFA charter. I\'m also a licensed Massachusetts real estate broker and have served the MIT Sloan Boston Alumni Association for 20 years, including 8 terms as president. Outside of work: skiing, family, hiking, travel, and \"vibe\" coding.Please reach out if you are in the PE space, professional services marketing, dental/DSO industry, medical/dental field, own or invest in real estate or if I can otherwise be of service.
Experience
CFO
Cape & Islands Periodontics And Oral Surgery, P.C
Jun 2021 — Present · New Bedford, MA, US
Oversee strategic planning, finance, legal, real estate, procurement, and operations for a multi-location specialty dental practice. Helped drive a 60%+ increase in topline in under 3 years.
Education
MIT Sloan School of Management
MBA
2000 — 2002
Cornell University
B.S., Industrial Relations
1993 — 1996
Skills
- Real Estate
- Sem
- Non-Profit Leadership
- Mergers
- Start-Ups
- Analytics
- Business Strategy
- Corporate Real Estate
- Management
- SEO
- Crm
- Leadership
- Acquisitions
- Online Marketing
- Strategy
- Mergers & Acquisitions
- Entrepreneurship
- Private Equity
- Business Development
- Commercial Real Estate
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