In various capacities, David Lincoln has advised wealth management, family office, and financial services executives for more than 20 years. David has written extensively on a broad array of wealth management issues and is a highly demanded speaker at industry events and client meetings.

David joined Family Office Exchange (FOX) as Managing Director in April 2007 to develop and lead the firm’s research practice. Prior to FOX, David was the Practice Manager for The VIP Forum of the Corporate Executive Board, which serves as a best practices research advisor to 150 leading wealth management and private banking organizations globally. David also founded and managed the firm’s retirement services research practice.

David has a bachelor’s degree in economics and history from the University of Virginia in Charlottesville and a master’s degree in business administration with a concentration in finance from Columbia Business School in New York.

David’s wealth management-related areas of expertise include ultra-high-net-worth and high-net-worth individuals; private banking, trust, brokerage, and asset management; and single and multifamily offices.