David Wallace Email & Phone Number
Senior Vice President | Financial Advisor @ CAPTRUST
5 free lookup(s).
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
- 1999 - 2010 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 - Vanderbilt University
Bachelor of Arts - BA (Economics)
1978 - 1982 - Deerfield Academy
(High School)
1975 - 1978 - St. James Episcopal School 1966 - 1971
- Vanderbilt University
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. David Wallace has 2 emails and 2 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Fielding Miller
Chairman and CEO
Raleigh, NC, US
Jon Meyer
Chief Technology Officer
Raleigh, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Ben Goldstein
President
Raleigh, NC, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
John Martin
Senior Vice President, Financial Advisor
Raleigh, NC, US
Wat Keys
VP and Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
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