David is the chairman and Managing Partner of the firm, with over three decades of experience in the financial services industry. Previously, David rose to the position of Senior Vice-President at Merrill Lynch. He currently serves as the Chairman of the Wellspring Wealth Investment Policy Committee. He is a member of the Financial Services Institute, the PEAK Academy of Wealth Managers, the Wealth Advisors Institute, the Family Offices Group, the Global Wealth Management Group, the Trusts and Estates Network, the Private Equity Investment Group, as well as the Georgia Tech Business Network. He also served on the Advisory Board of eMoney Advisors for