With over 15 years of experience conducting strategic and investment analysis, David founded the firm in 2019. Previously, David was a Partner at a ~$900MM Registered Investment Advisor where he worked closely with families and institutions at the intersection of investment, strategy and governance. David has and continues to serve in a broad range of governance roles. David is the Chairman of the Board and Chairman of the Investment Committee for the private trust company of a 75 member Midwestern family. He was recognized in 2017 as one of Nashville’s Forty under Forty and in 2019 as a recipient of a Nashville Emerging Leader Award – Financial Services Industry. In 2020, he was recognized by the Nashville Post as part of their All Star Board.