Dave Wilder
Directeur Général chez Total Wealth Planning LLC
Profil
Mr. David D.
Wilder is a Principal & Chief Investment Officer at Total Wealth Planning LLC.
He chairs Total Wealth Planning’s Investment Policy Committee and leads and manages the investment management team.
He is primarily responsible for investment research, preparing and communicating Total Wealth Planning’s economic and investment outlook.
As Principal, he is responsible for investment advice, with extensive client contact and client-relationship management.
Mr. Wilder has over 25 years professional investment management and financial planning experience.
Mr. Wilder previously worked as a Senior Investment Advisor within the managed account service from The Vanguard Group.
He holds Bachelor of Science in Accounting and Master’s in Tax Law (MST) from Villanova University.
Mr. Wilder is a CFP, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA).
Postes actifs de Dave Wilder
Sociétés | Poste | Début |
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Total Wealth Planning LLC
Total Wealth Planning LLC Investment ManagersFinance Total Wealth Planning LLC (TWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2015, TWP provides comprehensive wealth management (which includes investment advice and financial planning) to high-net-worth individuals and families, small businesses, nonprofit and charitable organizations. | Directeur Général | 01/01/2015 |
Formation de Dave Wilder
Villanova University | Undergraduate Degree |
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Entreprise privées | 1 |
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Total Wealth Planning LLC
Total Wealth Planning LLC Investment ManagersFinance Total Wealth Planning LLC (TWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2015, TWP provides comprehensive wealth management (which includes investment advice and financial planning) to high-net-worth individuals and families, small businesses, nonprofit and charitable organizations. | Finance |