David HallmanSenior Vice President
What's your dream for the company?
My dream is that we are recognized as a success story—the industry leader and respected brand—and known for always putting the clients first.
What are three words people use to describe you?
Dependable, insightful, loyal.
When you are not working, what do you care about most?
My family, my friends, and serving as a mentor to other people.
What's your MoneyMind®?
David manages the Field Services Department, which encompasses Investment Operations, Financial Guidance, Office Practice Management, and Integration. David was previously Chair of the Investment Committee and was instrumental in the development of the Investment Platform for the first eight years of the firm. Prior to joining United Capital, David worked for several firms as a portfolio manager in both equity and fixed income management and research. He has extensive experience in asset allocation modeling and over 30 years in the financial services industry. David earned a BBA and MBA at the University of Texas at Austin and holds the Chartered Financial Analyst designation.