David Beatty
Links:
Founder | Daintree Advisors
Bio:
Dave is Co-Founder and Managing Partner of Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing.
Before founding Daintree in March of 2010, Dave was Regional Managing Director and member of the Investment Committee of Calibre Advisory Services, a 16 billion dollar multi-family office within Wachovia Bank. Prior to Calibre, Dave was the founder and CEO of a multi-family office, Tanager Financial Services, Inc. From its start in 1995 until its sale to Wachovia in 2004, Tanager grew to more than fifty employees and more than 2 billion dollars of assets under advisement. Dave began his career in financial services at Price Waterhouse where he became the lead personal tax and financial planning advisor in their Boston office.
Dave earned a Masters of Management as an Austin Scholar from the Northwestern University J.L. Kellogg Graduate School of Management. Dave received his B.A. from Wesleyan University, where he was Phi Beta Kappa. He is a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ professional.
Life:
Dave and his wife Ellie live in Newton, where they welcome as many visits as possible from their adult sons, Joel and Ian. Dave enjoys cycling, birdwatching, gardening, and charitable interests, including service to Gordon College and Kore Alliance.
Dave Beatty shares how you can use direct indexing to remove moral ambiguity from your investments.