David Wallace Email & Phone Number
Chief Investment Officer @ Jefferson Bank
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David Wallace Location
- San Antonio, TX, US
David Wallace Work
- 2021 -now Senior Vice President | Financial Advisor @
- 2004 -2023 Chairman of the Pension Board of Directors @
- 2021 -2021 Senior Investment Advisor @ Covenant (Now CAPTRUST)
- 2010 -2021 Chief Investment Officer @ One Advocate Group, LLC.
- 2009 -2012 Managing Partner @ ILIT Management Group, LLC
- now Chief Investment Officer @
- 1999 -2010 Volunteer for CFA Program @ CFA Institute
- now Volunteer for CFA Program @ CFA Institute
- 1997 -2009 Chief Investment Officer @
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 Summary
- David Wallace, based in San Antonio, TX, US, is currently a Chief Investment Officer at Jefferson Bank. David Wallace brings experience from previous roles at CAPTRUST, University Hospital Pension Plan, Covenant (Now CAPTRUST) and One Advocate Group, LLC.. David Wallace holds a 1984 - 1985 MBA in Business @ SMU Cox School of Business. David Wallace has 2 emails and 3 mobile phone numbers on RocketReach.
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