David is a wealth management professional with broad experience in business development at wire houses, boutiques and small regional firms in the financial services industry. He demonstrated the ability to help increase assets, revenues, productivity and market share though implementation of sales development programs. David was recognized for leadership, collaboration, people development and management skills. He is an outstanding communicator with ability to motivate and persuade while cultivating partnerships.
We need advisers of color to meet the burgeoning wealth in communities of color, who are underserved and underrepresented. By 2045, the U.S. will be majority minority, and wealth in diverse markets will continue to grow rapidly. As this trend continues, advisers of color will only be in greater demand, and diverse clients will expect to see greater representation in the adviser population.28 February 2021