David is a Family Advisor at Colony Family Offices. He serves on the Investment Committee and helps coordinate the business development efforts across the firm. His work with families spans the full range of disciplines across wealth management including investment strategy, wealth transfer planning, philanthropy, and financial education for the rising generation. David has more than 25 years of leadership experience in the wealth management industry. Prior to joining Colony, he was Managing Director at Abbot Downing, the family office practice at Wells Fargo, in Charlotte for seven years where he was responsible for overall relationship management and business development activities. He worked at Calibre, a predecessor firm to Abbot Downing, as Director of Client Management for six years in Winston-Salem, North Carolina. Prior to Wells Fargo, David held various investment management roles at SouthTrust serving affluent families, foundations and endowments. David began his career at a single-family office in Birmingham, Alabama.
David is a graduate of the Stephens College of Business, University of Montevallo, having received a Bachelor of Business Administration. David sits on the Board of Advisors for the Belk College of Business, University of North Carolina at Charlotte. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute, the North Carolina CFA Society, and the Charlotte Estate Planning Council.