David Holtorf
Founding Partner, Managing Director
Years of Experience:
24 years
Educational Background
- University of Nebraska – Lincoln, Studied both Psychology and Music Performance
Designations/Certifications/Classes
- Life & Health Insurance Licensed
- Series 66 – Uniform Combined for Security Agent and Investment Adviser
Community Involvement
Other Notable Information
- David is a founding partner and managing director of Private Wealth, with over 20 years of experience in the wealth management industry. He has had multiple roles in the industry, including fiduciary asset management, multi-generational financial planning, and financial advisor.
- Prior to his wealth management experience, David spent time in international banking.
- David focuses on providing planning-based advice and outcomes to uniquely successful individuals, families and institutions. His areas of expertise include cashflow analysis and planning, wealth transfer strategies and retirement planning. David has a particular passion for working with families involved with agriculture and land management.
- Personally, David is married with two children. He enjoys working outdoors, cooking, and attending his children’s events. David and his wife have supported numerous causes and charities and prioritize those who make an impact on the lives of children. David currently serves on the boards of the Bennington Public Schools Foundation and Keystone Little League.