David E. Hackney, MBA, CPA, CFA, is responsible for ensuring our family office and institutional clients receive world-class service. He provides a unique worldwide view on global investments based upon his residing and working in Asia, Europe and the United States. The team prides itself on superior service and with this goal, David is available to address client suggestions for improvement in this regard. David brings his international experience to our wealth management clients.
David’s international experience complements the Firm’s worldwide expertise, having spent 20 years with PricewaterhouseCoopers as Partner and Head of Corporate Finance/Investment Banking in Warsaw, Poland, along with working in Prague, The Czech Republic; London and Birmingham (UK); and Los Angeles, California. He has substantial experience in valuing and structuring equity and debt, mergers & acquisitions, debt reconstruction, multi-million dollar finance raising, and has performed a lead financial adviser role on IPO’s, and purchases and disposals of companies. He has assisted in the negotiation of London Club debt between the Kuwait and Croatia governments.
His professional experience is complemented by an MBA in International Finance from The Wharton School of the University of Pennsylvania. He is a CPA, as well as a Chartered Financial Analyst (CFA) Charter Holder. The CFA qualification is one of the most respected qualifications among Wall Street Investment Analysts.