Gondola Partners reposted this
David B. Perkins, CAIA has more than three decades of investment management experience and a notable history of building, operating and leading innovation-based firms. As the Co-founder of Gondola Partners, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status-quo by unlocking unique alternative investments for a select group of Advisors. David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004. Join David Perkins for his 9:50AM presentation, “Understanding Tax Lien Investments” in Denver at the CO RIA Summit on September 5th, 2024: https://lnkd.in/ecQqX2ft Click here to learn about Gondola Partners: https://lnkd.in/enQ_V7ge #PortfolioSummits #Denver #Colorado #Wealthmanagement #Conference