David joined the Chrisman family business in July 2014. He began his career in the financial services industry and brings over sixteen (16) years of progressive experience from leading global financial services firms including Morgan Stanley, Merrill Lynch and Wells Fargo and Co.
Prior to working with the Chrisman family, David served as Complex Business Development Manager within Morgan Stanley’s wealth management division, where his team was charged with improving the proficiency of financial advisors, through high impact coaching and practice analysis to over 160+ financial advisors, whom were responsible for stewarding over $16 billion in client assets.
He currently oversees a portfolio of affordable housing properties, representing future preservation and investment opportunities, located in the Greater Pacific Northwest and United States.
David is a native of Wallowa County and received a Bachelor of Science degree from Southern Oregon University, majoring in Political Science and a minor in Business Administration.
After his career in the financial services industry, David and his wife Brooke, returned to the community where both were raised, to provide the same opportunity for their two children: Harrison and Hendrix. Outside of work, David enjoys spending time with his family and the outdoors.
He is a Certified Financial Planner™, Certified Investment Management Analyst™ and Certified Private Wealth Advisor™.