As Managing Director, Business Development, David’s role includes managing the NewEdge Advisors sales team, expanding the sales funnel, and creating brand awareness in the advisor community.
David has over 20 years of experience in the finance industry. Prior to joining NewEdge Advisors, he was the Vice President of Institutional Sales at Fidelity and the Senior Vice President of Development at LPL Financial.
David graduated from Texas A&M University with a B.S. in Economics and currently resides in Houston, Texas. He holds his Series 7, 24, and 63 securities licenses. In his spare time, David enjoys traveling, fishing, watching college football, and spending time with his family.