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David Tawil

David Tawil

Founding Partner

Historical Relationship Tenure: 9 years

Years of Experience: 24 years

Educational Background

  • Texas State University, BBA, Finance

Designations/Certifications/Classes

  • Certified Trust and Fiduciary Advisor (CTFA®)
  • Fiduciary Graduate Program

Other Notable Information

  • Chairman, Private Wealth Investment Committee
  • Investment Management Consultants Association
  • Leadership San Antonio – Class 44
  • Member of the Executive Committee, co-chairs Investment Committee
  • Specialization in working with high-net-worth individuals, families, foundations and endowments
  • Specialization in leading advisors working with high-net-worth individuals, families, foundations and endowments
  • Ballet San Antonio – Board of Directors (Treasurer)
  • Active in the San Antonio Estate Planning Council