David Knoch Email and Phone Number
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With over 20 years of high-profile leadership in the financial advice industry, David Knoch is the chief executive officer of Docupace, the leader in cloud-based digital operations software for the wealth management industry. He holds the Certified Investment Management Analyst℠ credential from the Investments & Wealth Institute, and is a recognized FinTech leader and innovator.Since joining Docupace as CEO in April 2020, David has spearheaded the company's strategic transformation, driving double-digit revenue growth, expanding product and capability offerings, making multiple acquisitions, and earning numerous industry accolades. He is passionate about challenging others to create and lead purposeful lives, and he leads by example, providing expert testimony, serving on boards, and winning awards for his influence and excellence. He is on a mission to make the financial advice profession and the wealth management industry better for all whose lives it impacts.
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Chief Executive OfficerDocupace Technologies Apr 2020 - PresentHolmdel, Nj, UsDavid Knoch serves as chief executive officer for Docupace, the leader in cloud-based digital operations software for the wealth management industry, and is an accomplished leader and financial services executive with more than 20 years of high-profile leadership. Knoch joined Docupace as CEO in April 2020 and has spearheaded the company’s strategic transformation – marked by double-digit revenue growth, product/capability expansion, multiple acquisitions and numerous industry accolades. The company was recently named to the 2022 WealthTech100 list by FinTech Global, which recognizes the world’s most innovative technology solution providers. The company was named to the 2021 Inc. 5000 list of America’s fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal’s 2021 list of “Disruptors”, won the 2021 Gold Globee® Award for “Hot Technology of the Year”, and included in Industry Wired’s Top 10 list of Most Recommended FinTech Solution Providers in 2020. Docupace also acquired award-winning client onboarding platform PreciseFP in September 2021. In addition, David Knoch was named to the ThinkAdvisor Luminaries Class of 2021 and was awarded CEO of the Year by WealthTech Americas in April 2022
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Chief Executive OfficerDocupace Europe Jun 2021 - Present
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Chief Executive OfficerPrecisefp Oct 2021 - PresentHolmdel, Nj, Us -
Board MemberFinancial Services Institute (Fsi) Jan 2023 - PresentWashington, Dc, Us -
PresidentPreston Creek Capital Jan 2020 - PresentDallas, Texas, UsDavid serves as President of Preston Creek Capital, a boutique advisory firm providing consulting, advice and strategic capital to the financial services industry. The purpose of Preston Creek Capital is to make the financial advice profession and the wealth management industry better for all whose lives it impacts. -
Immediate Past Chairman Of The BoardFinancial Services Institute (Fsi) Jan 2020 - Dec 2020Washington, Dc, Us
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Chairman Of The BoardFinancial Services Institute (Fsi) Jan 2019 - Dec 2019Washington, Dc, Us
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Vice ChairmanFinancial Services Institute (Fsi) Jan 2018 - Dec 2018Washington, Dc, Us
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Chairman - Fsi Political Action Committee, Board Of Directors Executive Committee MemberFinancial Services Institute (Fsi) Jan 2017 - Dec 2017Washington, Dc, Us
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Finance Chair, Board Of Directors Executive Committee MemberFinancial Services Institute (Fsi) Jan 2016 - Dec 2016Washington, Dc, Us
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Board MemberFinancial Services Institute (Fsi) Jan 2015 - Dec 2015Washington, Dc, Us
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Advisory Board MemberConscious Capitalism Dallas Nov 2015 - Dec 2020Dallas, Texas, Us -
Chairman Of The BoardNorth Texas Ypo Jul 2019 - Jun 2020
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Learning OfficerNorth Texas Ypo Jul 2018 - Jun 2019
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Assistant Learning OfficerNorth Texas Ypo Jul 2017 - Jun 2018
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Membership ChairNorth Texas Ypo Jul 2016 - Jun 2017
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Board MemberNorth Texas Ypo Jul 2013 - Jun 2016
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President, Tax Smart Institute & Senior Entrepreneur In ResidenceBlucora Jun 2019 - Jan 2020
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President1St Global, Member Finra/Sipc Feb 2015 - Jun 2019Until its sale to Blucora in May 2019, David served as president for 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. In this role, David sets the strategic direction for the company, enabling us to fulfill our purpose to enable intentional living among a diverse set of stakeholders. David’s purpose is to challenge others to create and lead purposeful lives. David joined the company in 2000 and served as its president since 2008, cultivating a culture and organizational structure that was the catalyst for unprecedented advisor retention, strong revenue growth and expansion of the company’s footprint into new business lines.During his tenure as President of 1st Global, David served in each Executive Committee board role for the Financial Services Institute (FSI), including Finance Chair, PAC Chair, Vice Chair, Board Chair and Immediate Past Chair. During his 1st Global tenure, David was also a member of., and served on the board of, the North Texas Chapter of the Young Presidents Organization (YPO), as well as the advisory board of Conscious Capitalism Dallas Chapter. David has a B.A. in Political Science from the University of Massachusetts, Amherst and is a Certified Investment Management Analyst℠ professional.
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President & Chief Operating Officer1St Global, Member Finra/Sipc Oct 2008 - Feb 2015David Knoch joined 1st Global in 2000, serving in various positions throughout the organization until 2008, when he was charged with the role of President & Chief Operating Officer. As the steward in this office, David directly leads all wealth management and sales support services, operations, technology and employee development, in addition to establishing, planning and executing 1st Global’s capabilities across the entire organization. With more than 20 years of management and leadership experience, including 15 years in financial services, David has the perspective, expertise and drive to provide world-class wealth management capabilities to 1st Global’s specially selected affiliated firms. Under David’s leadership, affiliate firms can be confident that 1st Global’s commitment to excellence, innovation and success is unwavering.
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Vice President, Sales & Operations1St Global, Member Finra/Sipc Mar 2008 - Oct 2008David Knoch is responsible for leading all sales and operations processing for 1st Global's three main business entities: 1st Global Advisors Inc, a federally registered investment adviser; 1st Global Capital Corp., a FINRA-registered broker/dealer and 1st Global Insurance Services, Inc., an Insurance General Agency.David is also responsible for sales, operations and new solution development for 1st Global's fee-based investment advisory platform, which he launched in 2004. He is also responsible for leading 1st Global's fee-based retirement platform. David also leads 1st Global's Wealth Management Services department. In addition, David is responsible for 1st Global's broker/dealer and Insurance Operations groups.
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Vice President, Advisory Services & Wealth Management Services1St Global, Member Finra/Sipc Nov 2007 - Mar 2008
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Vice President, Advisory Services Operations1St Global, Member Finra/Sipc Oct 2005 - Nov 2007
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Mutual Fund Manager1St Global, Member Finra/Sipc Mar 2001 - Sep 2005
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Operations & Process Specialist1St Global, Member Finra/Sipc Nov 2000 - Mar 2001
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Account ManagerState Street Feb 1998 - Nov 2000Boston, Massachusetts, Us -
ManagerRitz Camera & Image Jun 1992 - Jan 1998
David Knoch Skills
David Knoch Education Details
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University Of Massachusetts AmherstPolitical Science -
North Middlesex Regional High School
Frequently Asked Questions about David Knoch
What company does David Knoch work for?
David Knoch works for Docupace Technologies
What is David Knoch's role at the current company?
David Knoch's current role is CEO @ Docupace Technologies | Strategic Financial Services Leader.
What is David Knoch's email address?
David Knoch's email address is dk****@****bal.com
What is David Knoch's direct phone number?
David Knoch's direct phone number is +121429*****
What schools did David Knoch attend?
David Knoch attended University Of Massachusetts Amherst, North Middlesex Regional High School.
What skills is David Knoch known for?
David Knoch has skills like Leadership, Financial Advisory, Public Speaking, Thought Leadership, Software As A Service, Portfolio Management, Managerial Finance, Business Development, Investments, Agile Methodologies, Finance, Strategic Planning.
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