David Edwards, MBA
Managing Director
David Edwards is a wealth advisor and managing director at Wealthspire. David joined the Wealthspire team in 2023, after 30 years at a predecessor firm where he built the business as President & Founder. As a wealth advisor, David provides financial planning, investment advice, and tax and estate planning guidance to individuals and families across the United States and in Europe. Prior to founding a predecessor firm of Wealthspire, David was associated with Morgan Stanley, J.P. Morgan, and Nomura Securities, developing investment products and quantitative trading models. David contributed over 100 columns to TheStreet.com and International Business Times and is quoted frequently in the press. David 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
