Member Spotlights: Celebrating 40 Years of Exceptional Advisors
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
This Month's 40th Anniversary Spotlight:
David Thomas, CIMA®
Member since 1986
What inspired you to join the Investments & Wealth Institute initially?:
Recognition and credentials as a well-trained professional in the industry.
How has the Institute shaped your career over the years?:
The knowledge and experience helped me excel as an institutional investment consultant.
What is the best vacation you've taken?:
Our daughter was married in Portugal this year and it was a magical, romantic 11-day family trip.
What has been the most valuable aspect of your membership over the years?:
The camaraderie with the other IWI and CIMA members sharing knowledge helped us start our firms as true fiduciaries operating as outsourced chief investment officers for institutions and family offices.
What do you like to do for fun?:
Play Polo, write music, skiing, golf
What is something not many people know about you?:
- I teach Hedge Funds at Tulane University
- I worked my way through college as a professional musician in Nashville.
- I won two national awards for our work in alternative investments from the Evergreen Fund, I'm also currently starting a national campaign for our index fund system called the Navigator.
Can you share one of your favorite memories from an Institute event or program?:
Taking the CIMA classes at Wharton created a brotherhood with the other participants. We kept up with each other and swapped ideas and techniques for investing, business management, personnel staffing, client communications, and many other skills.
As the Institute celebrates 40 years, what are your hopes for its future?:
Continue serving the institutional as well as the retail advisors. Continue serving the members and be innovators in engineering solutions. Keep the bureaucracy low and the communication high. With all of the advances in technology, stay ahead of the curve. Be a leader.
Past Spotlights
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