David Thompson

David Thompson, CAIA, is the Vice President of Product Strategy at Wealth.com, focusing on client relationships and holistic financial advice in the Greater DC and Baltimore area. With nearly two decades of experience, David's prior roles include Private Banker at J.P. Morgan and Strategy Manager at Accenture, where they specialized in financial and operational strategies for diverse sectors. David earned a BA (Hons) in Business Economics from the University of East Anglia and an MBA from Cornell University's Johnson School, and they hold the Chartered Alternative Investment Analyst designation.