Invest in Others Board Member
Joined April 2017
Finley Point Strategy LLC
David is CEO of Finley Point Strategy LLC, a consulting firm to the wealth, asset management and fintech ecosystem. David is also a Strategic Advisor to CAIS, and a Senior Advisor to McKinsey & Co. He is the former Head of Fidelity Investments’ RIA and Family Office businesses, and former President of Bluespring Wealth Partners, a national RIA acquirer. For more than two decades, David has advised the CEOs of many of the wealth management industry’s largest and most complex participants.
During his career, David has held numerous positions at several well-respected financial institutions gaining experience in multiple facets of the industry. From Head Legal Counsel of Schwab Institutional, Chief Legal and Compliance Officer at Post Advisory Group, and other roles focused on practice management, trading and operations, consulting, and investments—David is a well-rounded leader in the RIA space.
David currently sits on the Boards of the Accordant Investments mutual fund family, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning.
In 1990, David received his Bachelor of Arts degree in Political Science from the University of Wisconsin-Madison. He then went on to earn his Juris Doctorate from the University of Baltimore Law in 1993. He currently holds his FINRA Series 24 license and is a California State Bar member.