Co-Founder & Partner, WISE
In various capacities, David Lincoln has advised wealth management, family office and financial services executives for more than 15 years. David has written extensively on a broad array of wealth management issues and is a highly-demanded speaker at industry events and client meetings.
David joined Family Office Exchange (FOX) as Managing Director in April 2007 to develop and lead the firm’s research practice. Prior to FOX, David was the Practice Manager for The VIP Forum of the Corporate Executive Board, which serves as a best practices research advisor to 150 leading wealth management and private banking organizations globally. David also founded and managed the firm’s retirement services research practice.
David has a bachelor’s degree in economics and history from the University of Virginia in Charlottesville and a master’s degree in business administration with a concentration in finance from Columbia Business School in New York.
David’s wealth management-related areas of expertise include: ultra-high-net-worth and high-net-worth individuals; private banking, trust, brokerage and asset management; single and multi-family offices.