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David Wallace, CFA

David Wallace, CFA

Senior Vice President,
Financial Advisor

Financial Advisors

David Wallace is a wealth advisor based out of San Antonio, TX.

Our firm welcomed David in 2021. For more than 30 years, he has provided expert investment and trust services to individuals and businesses. David believes effective risk management is critical to long-term success; he devotes energy and focus to understanding our clients’ goals and risk profiles to ensure our investment approach is tailored to their desires.

David joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a senior investment advisor. Before Covenant, David was chief investment officer of One Advocate Group, where he evaluated investment managers and funds for inclusion in client strategies. He also spent 25 years in banking, including commercial lending, private trust, estate planning, trust administration, and investments. David earned a Bachelor of Arts degree in economics from Vanderbilt University and a Master of Business Administration degree from Southern Methodist University.

David lives in San Antonio with his wife Laura. Outside of work, he enjoys tennis and golf and is a passionate but infrequent sailor. David and Laura are active members of Christ Episcopal Church and are the parents of two grown daughters. They also travel when they can.

Education

  • Bachelor of Arts degree in economics from Vanderbilt University
  • Master of Business Administration degree from Southern Methodist University

Industry Designations

  • Chartered Financial Analyst

Industry Involvement

  • CFA Institute
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