David Gordon

David Gordon has extensive work experience in various roles and industries. David is currently serving as the Senior Vice President of Direct Indexing at Vestmark, where they led the development and launch of their multi-asset direct indexing unified managed account platform. Under their leadership, the platform received Innovation awards from WealthManagement.

Before joining Vestmark, David worked at Eaton Vance for several years. David held the position of Director at Eaton Vance Advisor Institute from December 2016 until February 2022. Prior to that, they served as Vice President in the Wealth Strategies Group, representing Eaton Vance's investment solutions to Investment Advisors in the central U.S.

David also worked at Invesco US, initially as a Vice President from March 2004 to January 2007, and later as a Vice President (Atlantic Trust Company, N.A.) where they helped establish the Houston office. Atlantic Trust was eventually sold to CIBC and rebranded as CIBC Private Wealth.

Furthermore, David has a background in finance, working as a Financial Advisor at Merrill Lynch from April 1994 to August 1998. Prior to that, they held the role of Senior Suture Sales Representative at Ethicon, Inc.

David began their career in the US Army, serving as an Infantry Officer in the 10th Mountain Division (Light Infantry) from 1986 to 1991.

David Gordon's education history is as follows:

- From 2011 to 2013, they pursued doctoral coursework in Finance at EDHEC Business School.

- From 1998 to 2000, they obtained an MBA in Finance from The University of Texas at Austin.

- From 1982 to 1986, they earned a BS degree in General Engineering from the United States Military Academy at West Point.

- Their earliest recorded education is from 1976 to 1982 at Royal St. George's College, where they did not earn a specific degree or field of study.

In addition to their education, David Gordon has earned several certifications, including Series 65 and Series 79 from FINRA, Certified Private Wealth Advisor from the Investment Management Consultants Association, Series 63 and Series 7 from FINRA, and Chartered Financial Analyst from the CFA Institute.