THE FOG CUTTER. VISIONARY THINKER. PIONEER. ECONOMICS THOUGHT LEADER. WRITER. SPEAKER. FATHER. WORLD TRAVELER.

As the firm’s Chairman and Chief Investment Strategist, David chairs the Coastal Bridge Advisors investment committee and, leveraging almost three decades of experience, combines macroeconomic forecasting, market analysis, and risk assessment to help design portfolio strategies for clients. He is known for translating complexity into simplicity; cutting through the noise (hence the nickname The Fog Cutter) with the goal to deliver clarity in a world of financial confusion.

A dynamic communicator and compelling storyteller, David has earned national recognition as a writer and speaker on global economics and investments. He has been featured on CNBC, Bloomberg, Fox Business, and Barron’s, and frequently speaks to business and civic groups nationwide.

David earned his BA in Economics from The University of the South and his MBA with a concentration in Finance and Investments from Babson College in Boston. He launched his career at Charles Schwab & Co., Inc., advancing through the ranks thanks to his strong business development skills and strategic partnerships. David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Exit Planning Advisor (CEPA®).

An active force in his community, David is a founding member of Epicenter Memphis and serves on the Board of Governors at the New Memphis Institute. He chaired the capital campaign to build the “Live” stage at the Memphis Botanic Garden and has held leadership roles with The Leadership Academy, the RISE Foundation, the Economic Club of Memphis, and more.

Are you planning your next bucket-list trip? You might want to give David a call. He has traveled to more than 32 countries and has no plans to stop anytime soon. He has built connections worldwide through his memberships in the Entrepreneurs’ Organization, Young Presidents’ Organization, Chief Executives Organization, and TIGER 21, and continues to learn by immersing himself in diverse cultures. David also lived in Hong Kong for 18 months, studying Asian economies and the long-term prospects for the “Chinese Miracle.”

David stays just as busy outside of work, keeping up with his two college-aged children in Nashville and Scotland. A skilled guitarist and avid yachtsman, David now captains his own boat, pursuing a lifelong passion for adventure and exploration. Today, he brings that same energy and vision to helping clients chart a course toward their own dreams.