WHO WE ARE

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David Wigginton, CFA, CFP®, CPA

President/Director of Wealth Management

David has worked in the financial services industry for over 15 years as a consultant, research analyst and data analyst. He has worked with some of the largest financial institutions and asset managers in the world, assisting them with risk management, asset allocation and investment decision making. Through a data-driven and evidence-based decision-making process, David has helped these companies increase investment returns while keeping risk at tolerable levels. David has focused on macro-economic, industry and company specific analysis and investments throughout his career. He has extensive experience with analyzing and valuing investment opportunities across numerous asset classes, sectors and geographies, including stocks, bonds and real estate.

David is a Chartered Financial Analyst (CFA) charter holder and currently has an inactive Certified Public Accountant (CPA) license. He obtained a Master’s Degree in Accountancy from the University of Notre Dame and a Bachelor’s Degree in Business with an emphasis in International Finance from Brigham Young University.

David’s hobbies include hiking, downhill skiing, scuba diving and reading. He has a passion for the investment markets and continuously pursues learning opportunities to further develop his investing knowledge and skill.