David Passey

David Passey

David Passey is an Investment Analyst for Clifford Capital Partners. In this capacity, he performs portfolio review duties, new investment idea generation and valuation model creation.

He joined our firm from Schulte Roth & Zabel LLP in November 2021 and assists with developing its IT infrastructure.

Early Life and Education

David Passey was born and raised in Worcester, England with an interest in both art and science; an admirer of cinema. It wasn’t long before he took an interest in film production as well. During high school years he discovered more of what this field entailed. He continued his fascination with media throughout college, majoring in media communications. He graduated with honors and used that knowledge to launch a successful career in Los Angeles as a freelance writer and editor. He has also ventured into digital media production and content acquisition. One of his more exciting achievements has been joining MIT Media Lab where he collaborated on various innovations, such as creating a hologram.

Professional Career

David Passey is a partner at Dechert LLP. His practice encompasses tax aspects of mergers and acquisitions, restructurings, securities offerings and other complex public and private transactions as well as fund formation/acquisition/transaction advice and real estate transactions/structured products.

At Schulte Roth & Zabel LLP he worked as an M&A tax specialist. Now at Sullivan & Cromwell Tax Group he provides tax advice in relation to fund formation, partnership transactions, real estate transactions, tax controversy matters, capital markets transactions and structured products. Furthermore he serves as special counsel in their Tax Group in New York. For further inquiries please reach out directly.

Achievement and Honors

David Passey is an impressive attorney by any measure, serving his firm of choice for over three decades as a partner in their New York office. Here he handles complex tax, ERISA and employee benefit matters for clients; mergers and acquisitions transactions; private equity funds and real estate investment trusts (REITs); as well as providing top-notch teamwork. Among David’s greatest achievements is creating such an outstanding team to keep him informed at all times.

As well as his legal expertise, he is often seen volunteering for organizations that matter both to him and to those he cares for.

Personal Life

David Passey lived his life devoted to serving others and connecting with people, which made him a dedicated member of The Church of Jesus Christ of Latter-day Saints (LDS Church). Throughout his service in various capacities in its organization.

His family was of paramount importance to him, and he enjoyed spending time with them and supporting their educational pursuits. After immigrating with his wife and son in June 1970 to the USA, where he worked as a general contractor at Burton Lumber.

Passey brings extensive expertise in tax to his work with complex cross-border and domestic public/private transactions, structured products, REITs, partnerships and ERISA issues for clients.

Net Worth

David Passey is a chartered financial analyst based out of Alpine, Utah who has been in the advisory industry for twelve years. Currently working for Clifford Capital Partners LLC – an advisory firm which specializes in asset management for high-net-worth clients with over $137 million of assets – Passey brings experience with M&A tax, fund formation and REITs as a member of Dechert’s global tax group as well as guest appearances on Supernatural (where he also makes appearances), fund formation for supernatural guests as well as social media posts designed to help raise funds for Alzheimer’s research – making an estimated net worth estimate at over $17 Million with estimated net worth estimated at over $17 Million with estimated net worth estimated between $20 Million-$17 Million dollars!

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