David P. Catron, CFA

Client Portfolio Manager


David Catron Headshot


David Catron joined the firm in 2017 and has years of experience in the areas of investment research and advice. He acts as a liaison to our Investment Committee, writing our quarterly letters and investment updates, communicating investment committee actions internally and to our client. David also serves our clients as a wealth advisor. He previously worked as a senior wealth advisor for USAA Investment Management Company.
David received his Bachelor of Arts in Communication Studies from California State University at Long Beach. He received his Master's Degree in Investment Management and Financial Analysis and a Master's Degree in Business Administration from the Heider College of Business at Creighton University. In addition, he holds the Chartered Financial Analyst® designation. David is a member of the CFA Society of Dallas-Fort Worth, is active in the community and serves at his local church.

“Blessed are those who find wisdom, those who gain understanding.”


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