David McClellan

David McClellan is an experienced financial professional and partner at Forum Financial Management, LP, where responsibilities include wealth management and business development for financial advisors. As VP and Head of Wealth Management Solutions at Aivante, David leads strategy and sales efforts utilizing advanced machine learning technology for healthcare spending projections. Additional roles include mentoring early-stage startups at 1871, co-founding Urban Prairie Waldorf School, and advising non-profits such as Swim Across America and the Alliance for the Great Lakes. David's previous experience encompasses director positions at Albridge and iNautix USA, along with impactful roles in technology-driven investment solutions. David holds an MBA from The University of Chicago Booth School of Business and a B.A. with Honors from The University of Texas at Austin.