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David Stix, Cfa Email & Phone Number
Principal and Financial Advisor
at
CAPTRUST
1 work email found
@captrust.com
1 phone found area 713
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Financial Advisor
Location
United States, United States, United States
Company size
Who is David Stix, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Stix, Cfa is listed as Principal and Financial Advisor at CAPTRUST, a company with 1713 employees, based in United States, United States, United States. AeroLeads shows a work email signal at captrust.com, phone signal with area code 713, and a matched LinkedIn profile for David Stix, Cfa.
David Stix, Cfa previously worked as Principal/Financial Advisor at Captrust and Senior Vice President/Financial Advisor at Captrust. David Stix, Cfa holds Ba, Economics from Bowdoin College.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating David Stix, Cfa's masked contact details.
*@captrust.com
71% confidence
AeroLeads found 1 current-domain work email signal for David Stix, Cfa. Compare company email patterns before reaching out.
Profile bio
About David Stix, Cfa
Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity and a commitment to service beyond expectation.
Listed skills include Equities, Investments, Financial Analysis, Capital Markets, and 10 others.
Current workplace
David Stix, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
9 roles · 43 years
David Stix, Cfa work experience
A career timeline built from the work history available for this profile.
Principal/Financial Advisor
Current
Sep 2024 - Present
Senior Vice President/Financial Advisor
Sep 2019 - Sep 2024
Executive Vice President And Houston Office Manager
South Texas Money Management
Responsible for coverage of Houston-area clientsOversight of Houston office
May 2014 - Sep 2019
Interim Chief Financial Officer
Nexpedience Networks, Llc
Responsible for taking over finances of spin-off purchased in LBO.
Mar 2012 - Apr 2014
Senior Sales Manager
Bbva Global Markets
Senior sales manager to US and UK institutional fund managers
Jan 2011 - Jan 2012
Chief Executive Officer
Iberian Equities
Co-founder and CEO of independent brokerage firm specializing in Spanish and Portuguese equities.Led management buyout to become independent, employee-owned company.
Oct 2001 - Dec 2010
Acf International
Ahorro Corporacion Financiera, Sv, Sa
Partner
1997 - 2001
~4 yrs
Equities
Salomon Brothers
Equity sales in New York and Tokyo
1983 - 1990
~7 yrs
2 education records
David Stix, Cfa education
Ba, Economics
Education record
Cincinnati Country Day School
FAQ
Frequently asked questions about David Stix, Cfa
Quick answers generated from the profile data available on this page.
What company does David Stix, Cfa work for?
David Stix, Cfa works for CAPTRUST.
What is David Stix, Cfa's role at CAPTRUST?
David Stix, Cfa is listed as Principal and Financial Advisor at CAPTRUST.
What is David Stix, Cfa's email address?
AeroLeads has found 1 work email signal at @captrust.com for David Stix, Cfa at CAPTRUST.
What is David Stix, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 713 for David Stix, Cfa at CAPTRUST.
Where is David Stix, Cfa based?
David Stix, Cfa is based in United States, United States, United States while working with CAPTRUST.
What companies has David Stix, Cfa worked for?
David Stix, Cfa has worked for Captrust, South Texas Money Management, Nexpedience Networks, Llc, Bbva Global Markets, and Iberian Equities.
How can I contact David Stix, Cfa?
You can use AeroLeads to view verified contact signals for David Stix, Cfa at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did David Stix, Cfa attend?
David Stix, Cfa holds Ba, Economics from Bowdoin College.
What skills is David Stix, Cfa known for?
David Stix, Cfa is listed with skills including Equities, Investments, Financial Analysis, Capital Markets, Financial Modeling, Business Planning, Start Ups, and Spanish.
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