David Shaw attended the University of Georgia. After graduation he spent 7 years on Wall Street working on the institutional side of the financial industry. He held the position of head trader and Vice President of ETF Solutions at WallachBeth Capital, where he was able to grow and cultivate his knowledge of the ETF and CEF space. In 2016, with a daughter on the way, David decided to move back to Athens, GA, to pursue a career in private wealth. David was a UGA Lacrosse captain and enjoys taking his girls to games in the spring. He also enjoys skiing, golf, and relaxing in Seagrove Beach, Florida. David has earned the CERTIFIED FINANCIAL PLANNER™ certification, Accredited Investment Fiduciary®, as well as a BBA from the Terry College of Business."

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.