David Record

Managing Partner | Senior Consultant

David Record is a seasoned Global Investment Management System Leader with over 20 years of experience in operations design and technology solutions implementation. Currently serving as Managing Partner and Senior Consultant at Adeptyx Consulting, Record specializes in guiding organizations through strategic initiatives and operational transformations. Previously, they held leadership positions at State Street Research and Management, Evergreen Investments, and OECHSLE International Advisors, where they drove significant improvements in efficiency, scalability, and customer experience. Record has been recognized for their accomplishments, including managing the company’s largest project and implementing major cost-saving initiatives.

Location

Charlotte, United States

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