David Lincoln Email & Phone Number

In various capacities, David Lincoln has advised wealth management, family office and financial services executives for more than 15 years, and has written extensively on a broad array of wealth management issues. David co-founded WISE to help wealth managers understand their performance, communicate, and make better decisions using high-quality data and analytics.Prior to WISE, David was a Managing Director at Family Office Exchange (FOX) in Chicago and led the firm’s research practice. David was also formerly the Practice Manager for The VIP Forum of the Corporate Executive Board, serving as an advisor to 150 leading wealth management and private banking organizations globally. David also founded and managed the firm’s retirement services research practice. David has a bachelor’s degree in economics and history from the University of Virginia in Charlottesville and a master’s degree in business administration with a concentration in finance from Columbia Business School in New York. David’s wealth management-related areas of expertise include: ultra-high-net-worth and high-net-worth individuals; private banking, trust, brokerage and asset management; single and multi-family offices.

Listed skills include Leadership, Wealth Management, Management, Management Consulting, and 13 others.