Joined Northern Trust
- Stephen F. Austin State University, BBA with majors in both Finance and Accounting.
As Region President for the Northern Trust Company in Dallas, David proactively coordinates the expertise of a team of seasoned professionals to meet the financial needs of high net worth clientele. This specialized team focuses on providing “high touch” investment management, fiduciary, private banking and wealth advisory solutions to successful individuals and families.
Over the last 30 years of his career, David has advised high net worth families and privately held business owners in developing comprehensive wealth plans including financial planning, investment strategies, estate planning, retirement and business succession planning. He joined Northern Trust as a Managing Director in 2015 in Houston and relocated to Dallas to serve as Dallas Region President.
David has been an advocate for education in the community through support and involvement with various non-profit organizations. He currently is on the Big Brothers Big Sisters Greater Dallas Regional Board, an active member of Business Executives for National Security in Dallas as well as a member of Dallas CEO peer group, Vistage. In addition, David serves on the Ranching & Wildlife Committee with the Houston Livestock Show and Rodeo.