David Beatty
Co-Founder + Managing Partner

Dave passionately helps advisors and their clients express their values through investing, for the good of the world.

He helps advisors understand direct indexing and how to optimize results for their clients. Dave works with Jim on all business aspects like strategy, growth, technology and the unrelenting enhancement of the client experience.

Dave has done direct indexing for clients for more than 20 years. He also founded and grew multiple RIAs, so he knows advisors’ challenges and how to help them. Dave earned his M.B.A. from the Kellogg School of Management at Northwestern University and his B.A. from Wesleyan University. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Dave and his wife Ellie live near Boston, MA and have two adult sons. Dave enjoys gardening, cycling, birdwatching, and charitable interests such as Kore Alliance and Gordon College.