David Castro Overview

  • Primary Position
  • Principal & Seni...

David Castro General Information

Biography

Mr. David Castro serves as Principal & Senior Wealth Advisor at Kovitz Investment Group. He provides wealth management and comprehensive financial planning advice to clients including corporate executives, doctors, business owners, and retirees. Prior to joining Kovitz Investment Group in 2013, he was a Financial Planner for high net worth clients at The Ayco Company, L.P., a Goldman Sachs Company. He received a Bachelor of Science in Honors Finance from DePaul University in 2010. He is licensed with FINRA under Series 7 and 66.

Contact Information

Primary Position
Principal & Senior Wealth Advisor, Kovitz Investment Group
Education
DePaul University, BS (Bachelor of Science)
Gender
Male
Email
dcLoremips@umdol
Phone
+1 (312) 000-0000
Address
  • 71 South Wacker Drive
  • Suite 1860
  • Chicago, IL 60606
  • United States
+1 (312) 000-0000

David Castro Positions (1)

Firm name Firm type Title Location Industry Since
Kovitz Investment Group Investor Principal & Senior Wealth Advisor Chicago, IL Asset Manager 0000-00-00

David Castro FAQs

  • Who is David Castro?

    Mr. David Castro serves as Principal & Senior Wealth Advisor at Kovitz Investment Group.

  • How much does David Castro typically invest?

    David Castro's median deal size is 000000.

  • What is David Castro’s main position?

    David Castro’s primary position is Principal & Senior Wealth Advisor.

  • What are the contact details for David Castro?

    David Castro’s email address is dcLoremips@umdol and his phone number is +1 (312) 000-0000.

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