David William Gimpel, MBA, CWPP™

Prior to establishing the firm, David worked in two global investment management firms where he was part of a Barron’s Top 100 Financial Advisors team managing over $1 billion in assets for wealthy individuals and families. More recently he worked as the Chief Compliance Officer in an investment boutique where he also oversaw portfolios for both individuals and institutions totaling $60 million in assets. He is a lifelong Chicagoan, and currently lives in Evanston with his wife Lauren.

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Washington University in St. Louis, Olin School of Business MBA in Finance & Accounting, May 2006, Beta Gamma Sigma Honor Society

The Wealth Preservation Institute (thewpi.org)
Certified Wealth Preservation Planner™, March 2009

The Asset Protection Society (assetprotectionsociety.org)
Rated advisor in Domestic Planning, Offshore Planning, March 2009

The Chartered Financial Analyst Institute (cfainstitute.org)
Candidate for Chartered Financial Analyst, projected completion June 2011