David Wulfert Email & Phone Number
Who is David Wulfert? Overview
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David Wulfert is listed as Wealth Advisor at Corus Family Wealth Advisors, a company with 11 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for David Wulfert.
David Wulfert previously worked as Client Solutions Specialist at Highground Advisors and Investment Analyst at High Street Logistics Properties. David Wulfert holds Bachelor Of Business Administration - Bba, Finance, Magna Cum Laude from Dallas Baptist University.
Email format at Corus Family Wealth Advisors
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About David Wulfert
I joined HighGround Advisors as a Client Solutions Specialist in August 2024, where I drive tailored investment solutions for both prospective and existing client partners. My role revolves around understanding each client's unique objectives, implementing strategic investment approaches, and meticulously monitoring and reporting on investment performance. My goal is to ensure that our clients receive exceptional service and achieve their financial aspirations through well-crafted investment strategies.Prior to starting at HGA, I graduated Magna Cum Laude from Dallas Baptist University, with a BBA in Finance. During my time at DBU, I had the opportunity to serve as the President of the Investment Club. I strive to excel in my career while embodying the principles of servant leadership. Recognizing the significance of contributing to a larger financial landscape, I am committed to working collaboratively to achieve both personal and industry goals. My sociable nature complements my eagerness to learn, as I actively seek opportunities to expand my financial knowledge and set myself apart. Outside of my career, I am actively involved at Citybridge Community Church where I serve in the youth ministry.
David Wulfert's current company
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David Wulfert work experience
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Client Solutions Specialist
Current
Investment Analyst
President/Founding Member
Helping likeminded individuals diversify not only their portfolio but also their knowledge of investing.
Summer Investment Analyst
Led hedge fund/REIT manager sourcing project for a $600M public equity portfolio, evaluating financial statements, competitive positioning, and strategies of fund managers to enhance investment opportunitiesOrganized Rebalancing Project, utilizing Bloomberg and FactSet to analyze portfolio rebalancing scenarios to determine optimal strategies for returns.
Business Development & Dav-C Intern
Camp Counselor
Manager & Head Of Sales
At Escapology my work mainly focused on managing business operations and developing the culture within the organization.
David Wulfert education
Frequently asked questions about David Wulfert
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What company does David Wulfert work for?
David Wulfert works for Corus Family Wealth Advisors.
What is David Wulfert's role at Corus Family Wealth Advisors?
David Wulfert is listed as Wealth Advisor at Corus Family Wealth Advisors.
Where is David Wulfert based?
David Wulfert is based in Dallas, Texas, United States while working with Corus Family Wealth Advisors.
What companies has David Wulfert worked for?
David Wulfert has worked for Corus Family Wealth Advisors, Highground Advisors, High Street Logistics Properties, Dallas Baptist University Investment Club, and Sandia National Laboratories.
How can I contact David Wulfert?
You can use AeroLeads to view verified contact signals for David Wulfert at Corus Family Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did David Wulfert attend?
David Wulfert holds Bachelor Of Business Administration - Bba, Finance, Magna Cum Laude from Dallas Baptist University.
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