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 Managem