

David Massart
Partner & Managing Director
Beacon Pointe Advisors
United States, Wisconsin, Milwaukee
About Me
David Massart is a Partner and Managing Director at Beacon Pointe Advisors. With nearly thirty years of experience, David designs custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, and individual retirement accounts. As part of a holistic approach to wealth management, he works closely with CPAs, estate attorneys and other key professionals in order to achieve results that are consistent with client goals. David has held a variety of leadership roles within the financial services industry including roles as a Manager at Wells Fargo Investments, LLC and Managing Director at Strong Capital Management
Profile Information
Partner & Managing Director
Beacon Pointe Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
May 15, 2024
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