David J. Serpa is a managing partner and co-president at Pension & Wealth Management Advisors. David brings over 25 of years executive experience driving business transformation and maximizing shareholder value. Prior to joining the firm, he served as managing director at Mentor Partners where he led the management consulting mergers and acquisitions advisory practice while evaluating investment opportunities for the private equity division. Prior to joining Mentor, he served PRTM Management Consultants (now PricewaterhouseCoopers, PwC) where he conducted operational and technology due diligence, business process outsourcing, and developed business strategies in support of corporate clientel