CEO and Chief Investment Officer
As one of the firm's Principals, David serves as CEO and Chief Investment Officer. His responsibilities include service as Chairman of the firm's Investment Committee, supervision of portfolio management and financial planning for all the firms clients, investment research, and strategic planning.
Past Experience: Prior to MTM, David was an advisor and partner with the investment advisory firm McHam Taylor & Co. for 17 years. He also spent 2 years in the Private Client Group of Merrill Lynch. David has significant experience serving as a fiduciary, offering financial planning services and selecting investments for the firm’s clients.
Background: David is a 1998 graduate of Wake Forest University with a B.A. in Economics, holds the Certified Financial Planner designation and has served on the boards of various local non-profit organizations.
Personal: David is the proud father of 4 children. When not chasing children, he enjoys golf, hunting, fishing, and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.