Managing Director, Nagel Family Office
David is Managing Director of the Nagel Family Office. David runs the family office, provides vision, direction and leadership to the team and external advisors while overseeing all family office services. These include managing the family’s diversified holdings including their direct investments, internally managed portfolio, and public and private external managers. Additionally, David manages the professionalized performance reporting, internal controls, and due diligence processes. David also serves as a “gatekeeper” and the primary interface with the principals to allow them to focus their time and energy on endeavors that are most meaningful to them.
Prior to running the Nagel Family office, David ran another family office for over eleven years and has held various financial roles for public and private operating companies as well as investment companies.
David is a licensed Certified Public Accountant (CPA) and a member of the American Institute of CPA’s (AICPA).