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Leveling the Retirement Savings Playing Field
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Principal
CAPTRUST welcomed David to our team in 2021 as a principal. He brings over 20 years of experience in providing investment advisory services to institutional clients. At CAPTRUST, David helps endowments, foundations, healthcare institutions, family offices, and corporate retirement plans to achieve their goals and objectives while fulfilling their fiduciary duties.
He joined us from Ellwood Associates—a comprehensive financial services firm. David served as a senior consultant at the firm and as director of alternative manager research. In this role, David relied heavily on in-depth qualitative and quantitative analysis, leading the due diligence process to identify, evaluate, and make investment recommendations to add value to client portfolios. He was also a member of the outsourced chief investment officer (OCIO) committee responsible for overseeing the decisions and implementation of OCIO client portfolios.
Prior to joining Ellwood, David worked as an investment advisor at Edward Jones and as a risk manager at Ronin Capital. He earned a Bachelor of Business Administration degree in management information systems from the University of Notre Dame.
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