David Edwards, MBA

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David joined the Wealthspire team in 2023 through the acquisition of Heron Wealth, where he built the business as President & Founder for over thirty years. As a wealth advisor, he provides financial planning, investment advice, and tax and estate planning guidance to individuals and families across the United States and in Europe.

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Checklists

• Mid-Career Financial Preparedness Checklist
• Pre-Retirement Preparedness Checklist
• The Financial Uncertainty Preparedness Checklist
• The Premarital Preparedness Checklist
• Divorce Checklist

All Authored Content

• See all David’s posts here

Prior to founding Heron Wealth, David was associated with Morgan Stanley, J.P. Morgan, and Nomura Securities, developing investment products and quantitative trading models.
David has contributed over 100 columns to TheStreet.com and International Business Times and is quoted frequently in the press. He was a member of the Investment Adviser Association, serving on the Legislation and Technology committees, and was an advisory board member for eMoney.

David graduated from Hamilton College with a concentration in History and Mathematics and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia.

David competes in sailing regattas from New England to the Caribbean and coaches a hometown team in New York Harbor.

Previous Experience

• President, Founder & Wealth Advisor at Heron Wealth
• Associate at J.P. Morgan Chase & Co.
• Management Consultant at J.P. Morgan Securities & Nomura Securities
• Associate at Morgan Stanley

Education & Credentials

• MBA, University of Virginia Darden School of Business, General Management
• BA, Hamilton College, History & Mathematics

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.