Chairman & Managing Partner
David is the chairman and Managing Partner of the firm, with over three decades of experience in the financial services industry. Previously, David rose to the position of Senior Vice-President at Merrill Lynch. He currently serves as the Chairman of the Wellspring Wealth Investment Policy Committee. He is a member of the Financial Services Institute, the PEAK Academy of Wealth Managers, the Wealth Advisors Institute, the Family Offices Group, the Global Wealth Management Group, the Trusts and Estates Network, the Private Equity Investment Group, as well as the Georgia Tech Business Network. He also served on the Advisory Board of eMoney Advisors for over five years.
David’s community involvement includes being a Circle member of the High Museum of Art of Atlanta, the Director’s Club of the Atlanta Botanical Gardens, the Leadership Council of the Georgia Tech Alumni Association, as well as the Alois Society of the Georgia Chapter of the Alzheimer’s Association. He is a member of both the Georgia State and United States Golf Associations. He received his Bachelor’s degree from Georgia Tech and his MBA from the University of New Orleans.
His personal passions include spending time with his wife Janice, and their dogs, as well as hiking, winged sport shooting, fine wines, outdoor concerts, and traveling. David is an avid golfer, playing in 15 to 20 tournaments annually. He and Janice have been members of the Reserve at Lake Keowee since 2007.