David Brown

About David

David Brown joined the firm 2003 and became a partner in 2019. David assists in all areas of portfolio management and client service. His intellectual curiosity and rational thinking make him ideally suited to his role. He thrives on the excitement of finding that next great growth idea that can make a meaningful difference in client portfolios. He also loves working individually with clients to understand their specific circumstances and how that information should help craft their appropriate investment asset allocation. David is a member of Private Wealth Management’s model portfolio committee, a group of senior wealth advisors that meets regularly to create and monitor PWM's model portfolio, which serves as a resource in building customized client portfolios.

David graduated from Miami University (Oxford, OH) with a B.S. in finance and a minor in entrepreneurship. He grew up in Highland Park and after 13 years in the city now lives there again with his wife and their three young children. In his limited free time, David likes to play golf, cheer on the Chicago sports teams, and remain civically involved. David is a director for the Western Golf Association, the organization behind the Evans Scholarship.

Professional Recognition and Awards

• Forbes Top Next-Gen Wealth Advisor 2020¹
• Forbes Best-in-State Advisors 2023, 2024⁴
• Financial Planning Top 40 Advisors Under 40, 2021²
• Barron’s Top State-by-State Advisors in America, 2023, 2024³ 

¹ Forbes Top Next Generation Wealth Advisors; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
² The list recognizes the top producing younger advisors at wirehouses and regional firms who were under 40 as of year-end and were registered with an advisory firm in the non-wirehouse employee channel.
³ The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
⁴ The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.