David established Legacy Wealth Management, LLC in 2015 to bring a true altruistic money management to high net worth clients as well as family offices. David believes in consistency in returns, real assets backed securities that is why he has created a retail endowment model for his clients. David’s strengths are designing and implementing endowment like portfolios for clients through thorough due diligence, performance valuations, and business development.
Prior to establishing Legacy Wealth Management, LLC and Altruist Advisors, David worked as a senior analyst and co-portfolio manager at Desert Rose Capital Management, Inc., where he actively co-managed derivative portfolios and bond trading strategies. He also created portfolio composites and other offerings where he implemented GIPS performance measures for those composites offerings.
David graduated from Brigham Young University, where he earned his degree in Financial Economics. He seats on multiple boards including Real Assets Adviser, involved with his local FPA charter and many other local charities. He is currently working on future educational endeavors in the financial industry.
A French native, David enjoys traveling, soccer, cars, and motorcycles, and spending time with his family and friends. David and his wife, Vicky, live in Meridian and have three daughters, Josette, Teresa, and Lucette.