David Wallace Email & Phone Number
Senior Vice President | Financial Advisor @ CAPTRUST
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David Wallace Location
- San Antonio, TX, US
David Wallace Work
- Senior Vice President | Financial Advisor @ (September 2021 - Present)
- Chairman of the Pension Board of Directors @ (February 2004 - July 2023)
- Senior Investment Advisor @ Covenant (Now CAPTRUST) (January 2021 - September 2021)
- Chief Investment Officer @ One Advocate Group, LLC. (February 2010 - January 2021)
- Managing Partner @ ILIT Management Group, LLC (April 2009 - June 2012)
- Volunteer for CFA Program @ CFA Institute (January 1999 - January 2010)
- Chief Investment Officer @ (January 1997 - January 2009)
David Wallace Education
- SMU Cox School of Business
MBA (Business)
1984-1985 - Vanderbilt University
BA (Economics)
1978-1982 - Deerfield Academy
High School
1975-1978 - St. James Episcopal School 1966-1971
- Vanderbilt University
Bachelor of Arts - BA (Economics)
David Wallace Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Equities
- Financial Analysis
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Strategic Financial Planning
- Valuation
- Wealth Management
David Wallace Summary
- David Wallace, based in San Antonio, TX, US, is currently a Senior Vice President | Financial Advisor at CAPTRUST. David Wallace brings experience from previous roles at University Hospital Pension Plan, Covenant (Now CAPTRUST), One Advocate Group, LLC. and ILIT Management Group, LLC. David Wallace holds a 1984 - 1985 MBA in Business @ SMU Cox School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Analysis and more. David Wallace has 2 emails and 3 mobile phone numbers on RocketReach.
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