David is a Managing Director with ApexOne and a member of the Investment Committee. He serves as a Manager and Investment Officer for the Partnership. David focuses on identifying new acquisition opportunities, dispositions, maintaining and expanding relations with investment sales brokers, owners, capital market bankers and lenders, underwriting, and closing transactions for the portfolio.
David has over 20 years of financial securities and real estate experience with major investment firms including Merrill Lynch, Invesco Investment Management, Hines Real Estate Securities, BMC Capital LP, and LMI Capital. Prior to becoming a Partner at ApexOne Investment Partners, David served as a Wealth Investment Advisor and Regional Sales Consultant for Merrill Lynch and Invesco Investment Management. During his tenure at Merrill Lynch, David assisted small business owners, energy and health care executives and high net worth retirees with real estate debt and equity structuring, financial and portfolio management.
David is active in his community serving on the Executive Board of Directors at SEARCH Homelessness. He is also a member of the National Multifamily Housing Council and David earned his Bachelor of Arts in Finance from Stephen F. Austin State University (1999) and holds a Masters in Business Administration from the University of Houston (2006).