AeroLeads people directory · profile
David Edstrom Email & Phone Number
Sales and Partnership
at
Advisor Logistics, LLC
1 work email found
@advent.com
9 phones found area 312, 630, and 313
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Sales and Partnership
Location
Greater Chicago Area, United States, United States
Company size
Who is David Edstrom? Overview
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Quick answer
David Edstrom is listed as Sales and Partnership at Advisor Logistics, LLC, a company with 5 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at advent.com, phone signal with area code 312, 630, 313, and a matched LinkedIn profile for David Edstrom.
David Edstrom previously worked as Coach - Mentor - Teacher at Edstrom Financial Llc and Channel Manager at Ss&C Advent. David Edstrom holds Bsba, Finance from University Of Arizona, Eller College Of Management.
Company email context
Email format at Advisor Logistics, LLC
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{first}.{last}@advent.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Edstrom. Compare company email patterns before reaching out.
Profile bio
About David Edstrom
David has over two decades of investment industry experience, as an advisor and as a back-office/practice management consultant to other advisors. David's opinions and insights have been featured in Barron's, Bloomberg Wealth Manager, Registered Rep, Financial Planning, Investment Advisor and Financial Advisor magazines. Further, David regularly speaks to investment advisors at industry conferences on practice management issues.Specialties: David specializes in servicing the needs of High Net Worth and Ultra High Net Worth families and crafting custom investment strategies to best meet their unique needs. Additionally, David mentors and counsels other investment advisors on best practices, business building and client relationship management.
Listed skills include Investments, Alternative Investments, Portfolio Management, Investment Advisory, and 20 others.
Current workplace
David Edstrom's current company
Company context helps verify the profile and gives searchers a useful next step.
Advisor Logistics, Llc
13 roles · 35 years
David Edstrom work experience
A career timeline built from the work history available for this profile.
Coach - Mentor - Teacher
Edstrom Financial Llc
Channel Manager
CurrentManage the Advent/Black Diamond relationship with leading RIA custodians.
Oct 2021 - Present
Emeritus
Current
Oct 2021 - Present
Senior Vice President
As a Senior Vice President, David brings his extensive back-office and client-facing experience to help guide professional introductions to Fairhaven of both private clients as well as other financial advisors looking to join the Fairhaven team.
Jan 2018 - Oct 2021
Coach - Mentor - Teacher
Current
Edstrom Financial Llc
Provide sales consulting services to fintech software platforms selling into the Financial Services Industry, specifically Independent Financial Advisors, Registered Investment Advisors (RIAs), Employee Benefits Providers & Property Casualty Insurance agencies. Consultant to Trust Company, RIA, and Multi-Family Office firms to evaluate their tech stacks in.
1998 - Present
~28 yrs 5 mos
Substitute Teacher
Current
Mar 2019 - Present
Substitute Teacher & Jv Baseball Coach
CurrentLong-term substitute teacher for high school Business Education classes.
Sep 2018 - Present
Consultant / Director Of Strategic Partnerships
Panoramix™ is a competitively-priced, comprehensive, full-featured billing & performance system customizable for advisors’ processes, and white labeled for advisor branding.Led efforts to build strategic partnerships with other firms serving the RIA community, such as: custodians, fintech platforms, consultants, industry trade groups, etc. Successfully led.
Apr 2019 - Jan 2021
Substitute Teacher
May 2019 - Aug 2020
Managing Director
Promus Capital, Llc
Responsible for the Service and Operations Teams, supporting all functions associated with servicing client relationships, and managing day-to-day operations of the advisory practice. Advised High Net Worth and Ultra High Net Worth families, crafting custom investment strategies to best meet their unique needs, with an emphasis on alternative.
2009 - 2018
~9 yrs
Chief Marketing Officer
Bridgeportfolio
Led BridgePortfolio.com to recognition as a leading outsourcing firm serving the investment advisory community.Grew assets under administration by 4,000%.
2002 - 2009
~7 yrs
V.P ; Senior Financial Consultant
Advised HNW clients on their investment portfolios.Managed team of 6, including 2 other advisors, and 3 support staff.Trained and coached new advisor recruits.Executive Club Award Member, annually exceeding all sales quotas.
1991 - 1998
~7 yrs
1 education record
David Edstrom education
-
University Of Arizona, Eller College Of Management
FAQ
Frequently asked questions about David Edstrom
Quick answers generated from the profile data available on this page.
What company does David Edstrom work for?
David Edstrom works for Advisor Logistics, LLC.
What is David Edstrom's role at Advisor Logistics, LLC?
David Edstrom is listed as Sales and Partnership at Advisor Logistics, LLC.
What is David Edstrom's email address?
AeroLeads has found 1 work email signal at @advent.com for David Edstrom at Advisor Logistics, LLC.
What is David Edstrom's phone number?
AeroLeads has found 9 phone signal(s) with area code 312, 630, 313 for David Edstrom at Advisor Logistics, LLC.
Where is David Edstrom based?
David Edstrom is based in Greater Chicago Area, United States, United States while working with Advisor Logistics, LLC.
What companies has David Edstrom worked for?
David Edstrom has worked for Advisor Logistics, Llc, Edstrom Financial Llc, Ss&C Advent, Fairhaven Wealth Management, and Hinsdale Township High School District 86.
How can I contact David Edstrom?
You can use AeroLeads to view verified contact signals for David Edstrom at Advisor Logistics, LLC, including work email, phone, and LinkedIn data when available.
What schools did David Edstrom attend?
David Edstrom holds Bsba, Finance from University Of Arizona, Eller College Of Management.
What skills is David Edstrom known for?
David Edstrom is listed with skills including Investments, Alternative Investments, Portfolio Management, Investment Advisory, Investment Strategies, Financial Advisory, Asset Management, and Financial Planning.
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