David Koch is a wealth management financial advisor based in Minneapolis, MN.
David joined CAPTRUST in 2017 and serves as a principal and financial advisor. Prior to joining the firm, David was the president, chief investment strategist, and chief compliance officer at Windsor Financial group LLC, and he has worked in the industry since 1983.
Education
- Bachelor of Science degree in business administration with a concentration in marketing
- Master of Business Administration degree with a concentration in finance
Industry Designations
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
Awards & Recognition
- Minnesota 500—2020
