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David Stix, CFA®

David Stix, CFA®

Senior Vice President,
Financial Advisor

  • Cincinnati, Ohio
  • To Kill a Mockingbird | It's a Wonderful Life
  • Abraham Lincoln, Winston Churchill, and Joseph Campbell
  • What you don’t experience positively you will experience negatively.
  • Honesty, self-sacrifice, and courage

Financial Advisors

David is a wealth management advisor based out of the Houston, Texas location.

David joined CAPTRUST from South Texas Money Management in 2019. He serves as a senior vice president, financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.

Prior to joining the firm, David served as an executive vice president and relationship manager at South Texas Money Management. He earned his Bachelor of Arts degree in economics from Bowdoin College.

Education

  • Bachelor of Arts degree in economics from Bowdoin College

Industry Designations

  • Chartered Financial Analyst®

Memberships

  • Chairman, Houston Masterworks Chorus
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