David, Partner with ApexOne Investment Partners, serves as an Acquisitions Officer for the ApexOne Growth & Income Funds. He focuses on identifying new acquisition opportunities, underwriting and market analytics, and manages the due diligence and closing process.
Prior to joining ApexOne in 2011, David was a Financial Advisor and Marketing Specialist for major investment firms including Merrill Lynch Wealth Management, Invesco Investments, BMC Capital LP, LMI Capital, and Hines Real Estate. During his tenure at Merrill Lynch Wealth Management David assisted small business owners, executives, and high net worth retirees with financial and portfolio planning. David earned his BA from Stephen F Austin State University and holds an MBA from the University of Houston.
He is active in the community including volunteer work for the local Big Brother program and Susan G Komen Breast Cancer Run/Walk of Greater Houston.