Alex David

Director/Board Member at Financial Services Institute, Inc.

Finance

Profile

Alex Marcus David is currently a Director at Financial Services Institute, Inc. Prior to this, he served as the President & Chief Executive Officer at Stifel Independent Advisors LLC (Investment Management) from 2021 to 2024.

Alex David active positions

Companies	Position	Start
Financial Services Institute, Inc.	Director/Board Member	-

All active positions of Alex David

Former positions of Alex David

Companies	Position	End
Stifel Independent Advisors LLC (Investment Management) Stifel Independent Advisors LLC (Investment Management) Investment ManagersFinance Stifel Independent Advisors LLC (Investment Management) (Stifel Independent-IM) is the investment management divison of Stifel Independent Advisors LLC, a registered broker-dealer headquartered in St. Louis, Missouri. The firm is owned by Stifel Financial Corp. (NYSE: SF). Stifel Independent-IM provides advisory services to a variety of clients, which includes individuals, corporations, and other businesses, pension or profit-sharing plans, employee benefit plans, trusts, estates, charitable organizations, state and municipal government entities, educational institutions, insurance companies, and banks and thrift institutions.	Chief Executive Officer	2024-02-12

See the detail of Alex David's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Alex David's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Financial Services Institute, Inc.
Stifel Independent Advisors LLC (Investment Management) Stifel Independent Advisors LLC (Investment Management) Investment ManagersFinance Stifel Independent Advisors LLC (Investment Management) (Stifel Independent-IM) is the investment management divison of Stifel Independent Advisors LLC, a registered broker-dealer headquartered in St. Louis, Missouri. The firm is owned by Stifel Financial Corp. (NYSE: SF). Stifel Independent-IM provides advisory services to a variety of clients, which includes individuals, corporations, and other businesses, pension or profit-sharing plans, employee benefit plans, trusts, estates, charitable organizations, state and municipal government entities, educational institutions, insurance companies, and banks and thrift institutions.	Finance