David is a Principal in ORG’s Private Equity Group. He is involved with investment due diligence and the strategic development of ORG Partner Companies.
Prior to joining ORG as an Associate, David spent two years with Harris Williams & Co., a middle market investment bank based in Richmond, Virginia.
David received his B.S.B.A. from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and his M.B.A. with Honors from The Wharton School of the University of Pennsylvania.
David lives in Austin with his wife and daughter.
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Wealth Management – Q2 2022 Review
The confluence of global economic and geopolitical issues culminated into a particularly challenging environment for capital markets during the first half of 2022. Inflation, interest rates, and the growing threat of a recession, not to mention ongoing war in Ukraine, have increased risk premiums across both equity and fixed income asset classes.
Wealth Management – Q1 2022 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management First Quarter 2022 […]
Wealth Management – Fourth Quarter 2021 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management Fourth Quarter 2021 […]