2 months ago
CAPTRUST Makes PLANADVISER Top 100 List
At more than $364 billion in assets under management, CAPTRUST...
- With CAPTRUST Since 2018
- 800.216.0645
-
4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609
David Wahlen
Senior Associate,
Recruiting & Acquisitions
- Clinton, CT
- A recent business non-fiction | Caddyshack
- My wife, our two kids, and everyone's best behavior
- "You can keep going and your legs might hurt for a week, or you can quit and your mind will hurt for a lifetime". -Mark Allen; "Give credit, take blame." -Wilson Hoyle
- Integrity, competitiveness, and ability to effortlessly incorporate Seinfeld quotes into everyday conversation
Advisor Group
David specializes in recruiting and acquisition projects and is based out of the Raleigh, NC office.
David serves as a senior associate specializing in recruiting and acquisition projects for CAPTRUST, including growth initiatives, partnering with qualified advisors and firms, and managing the pipeline of acquisition prospects.
Prior to joining the firm, David was a senior regional associate at Hatteras Funds responsible for business development and investor relations. He has worked in the industry since 2014.
When not at work, David enjoys running, golf, the occasional Seinfeld re-run, and spending time with his two children, Pace and Mack, and his wife, Joanna.
Education
- Bachelor of Science degree in finance from Sacred Heart University – John F. Welch School of Business
- Bachelor of Science degree in sports management from Sacred Heart University – John F. Welch School of Business
Memberships
- Member, events committee, CAPTRUST Community Foundation
News & Resources
Announcements
Announcements
3 months ago
CAPTRUST Adds $5.5 Billion Advisory Firm, Welch Hornsby
The Montgomery, AL-based company counts as the fortieth group to...
Announcements
4 months ago
CAPTRUST Strengthens North Carolina Footprint with Addition of Fountain Financial Associates
The Wilmington-based firm, with five advisors and assets of $654...
Announcements
5 months ago
CAPTRUST’s Rush Benton Talks to Financial Times’ FA-IQ
Financial Times’ Financial Advisor IQ (FA-IQ) recently caught up with...
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