- Oak Hill, WV
- Ivanhoe | Forrest Gump
- Jesus Christ, Ben Franklin, and Abraham Lincoln
- Treat others as you would be treated.
- Integrity, kindness, and courage
Client Solutions Group
David performs individual client portfolio analysis and recommendations and works out of the Raleigh, NC office.
David joined CAPTRUST in 2003 and serves as a manager, wealth investments. He performs individual client portfolio analysis and recommendations. David also conducts research and makes recommendations on investment solutions including concentrated stock and SMA solutions. Prior to joining the firm, David worked at Checkfree Investment Services where he supported software packages geared towards performance reporting and manager due diligence, and has worked in the industry since 2003.
- Bachelor of Science degree in business management with a minor in accounting from North Carolina State University
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