David S. Waddell President, CEO, Senior Investment Strategist After graduating from the University of the South with a BA in Economics, David began his career with Charles Schwab & Co., Inc. in Phoenix, AZ, where he also earned his NASD Series 7(Registered Representative) and Series 63 (Blue Sky) licenses. After being recognized for his outstanding business development record, David was promoted to the San Francisco-based Institutional Strategic Accounts Team, which interfaced with the Big 5 accounting firms and Schwab's largest customers. David left Schwab to continue his education at the graduate level in Boston. While earning his MBA degree with a concentration in finance and investments at the F.W. Olin School at Babson College, he was appointed by the college Trustees to manage a team of seven portfolio managers overseeing the student-managed portion of Babson's endowment fund. David also founded the Babson Investment Management Association to assist undergraduate students with training and career path planning in the investment management field. A civic leader in Memphis, David acted as founding President for Mpact Memphis. He is Chairman for The Leadership Academy and Chairman of the RISE Foundation. David sits on boards for MIFA and the President's Council of Memphis Symphony Orchestra, and was a member of the 2004 class of Leadership Memphis. He has also been recognized as one of Memphis' "Top 40 under 40" by the Memphis Business Journal, and was a finalist for "Executive of the Year" for 2007. He has appeared in Investment News, Institutional Investment News, The Tennessean, The Commercial Appeal, the Memphis Business Journal and Memphis Magazine, and on television for Fox Business News, the BBC, CBS Marketwatch, SmartMoney, Bloomberg Markets, XM Radio, CBS News Channel 3, ABC News Channel 24 and WREC News Channel 5. David is married to Stacie Martin Waddell and they have two children, Easton and Saylor.
http://www.fastcompany.com/user/david-s-waddell
I am currently President, CEO and Senior Investment Strategist for Waddell and Associates, a wealth Strategies firm serving families and businesses with a minimum of $500,000 in investable assets.
I am responsible for the development and implementation of investment strategies for our national family of clients and overall firm management and direction.
Babson College, Massachusetts, United States
MBA, 1999.
Areas of study: Finance and Investments
Activities and societies: Babson College Fund, President
