David Robertson

David Robertson's work experience begins in 1995, when they worked as an Associate at PricewaterhouseCoopers Securities, LLC. From 2001 to 2008, they worked at FBR, where they eventually became a Managing Director and led the consumer investment banking effort. In 2003, they also worked as a Senior Vice President and Principal Investments at Friedman Billings Ramsey Group. From 2008 to 2012, they worked as a Principal at Pine Creek Partners, a private equity firm specializing in logistics. In 2009, they became the President and Owner of CrossGlobe Express, LLC, which transported and stored commodities. From 2012 to 2018, they were a Managing Partner at Integris Capital Partners. In 2014, they founded Niche Logistics, LLC, a company that provides direct-to-consumer fulfillment services. Finally, in 2016, they became the CEO and Founder of Wine & Beer Supply, LLC, which offers creative solutions to the winery, brewery, cidery, and spirits industries.

David Robertson attended The University of Chicago Booth School of Business from 1998 to 1999, where they obtained an MBA with Honors. David'sareas of study during this program were Entrepreneurship, Finance, and Accounting. Following this, from 2020 to 2022, they enrolled in the Wine Certificate Program at the University of California, Davis. This program focused on Wine Production, Wine Stability & Sensory Analysis, Quality Control, Viticulture, and Filtration. Prior to that, from 1990 to 1995, they attended Penn State University, where they earned a Bachelor of Science (BS) degree. David'sareas of study at Penn State University were Finance, International Business, and German. Additionally, in 2000, David obtained a Chartered Financial Analyst certification from the CFA Institute.