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But through grit, determination, and a ceaseless will to evolve, David rebuilt his firm, one client at a time. By transitioning from investment management to holistic financial planning, David grew his firm’s assets to $500M in the following decade.
David’s intelligence, wit, and resilience are just a few of the qualities I love about him. I’m so glad to have captured his story in the most recent episode of “To Grit, with Grace: The Entrepreneur Sessions.”
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But through grit, determination, and a ceaseless will to evolve, David rebuilt his firm, one client at a time. By transitioning from investment management to holistic financial planning, David grew his firm’s assets to $500M in the following decade.
David’s intelligence, wit, and resilience are just a few of the qualities I love about him. I’m so glad to have captured his story in the most recent episode of “To Grit, with Grace: The Entrepreneur Sessions.”