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About
Mr. David Marshall is a Regional Vice President in the Private Client Group at the firm, covering the non-metro DC territory. He has more than 17 years of experience in the financial services industry. Previously, David was a Regional Vice President for Deutsche Asset & Wealth Management working exclusively with RIAs, Bank Trusts & Family Office in the Southeast. David also has experience as a Senior Internal at John Hancock Investments and Van Kampen Investments. He has a Bachelor of Science in business marketing from Illinois State University and a Master of Business Administration from St. Xavier University. David has passed the Series 6, 7, 63, and 65 exams and has achieved the Certified Investment Management Analyst (CIMA®) designation. He currently resides in Orlando, FL. with his wife and two boys. David is a volunteer coach for Apopka Little League & Apopka Travel Baseball and enjoys cheering on his Chicago teams. In his spare time, he loves spending time with family and competing on the golf course.
*Equity owner in TortoiseEcofin