David Edstrom

David Edstrom is an experienced professional in the financial services industry, currently serving as Channel Manager at SS&C Advent since October 2021, where responsibilities include managing the Advent/Black Diamond relationship with leading RIA custodians. Since January 2018, David has held the title of Senior Vice President and Emeritus at Fairhaven Wealth Management, leveraging extensive back-office and client-facing experience to facilitate professional introductions to the firm. David operates Edstrom Financial LLC as a coach, mentor, and teacher, providing sales consulting and evaluating tech stacks for firms serving Independent Financial Advisors and similar organizations. Previous roles include Managing Director at Promus Capital, Chief Marketing Officer at BridgePortfolio, and contributions as a senior consultant at Panoramix Financial. David also experiences in education as a substitute teacher in multiple school districts and holds a BSBA in Finance from the University of Arizona, Eller College of Management.