David Bernard

Dave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry and leads our overall client focus strategy.

His 25 years of executive leadership range from founding and building several business initiatives for Charles Schwab, DLJ, Credit Suisse and Bank of Montreal's Harris Direct, to leading national expansion efforts for Oppenheimer Funds and Nicholas Applegate Capital Management. Prior to joining iraLogix, Dave was instrumental in leading GuidedChoice to the forefront of the retirement focused advice and managed account industry.