David Mathews Email and Phone Number
I am new to Dallas, having recently moved from New Jersey in September. I quickly fell in love with the people and the warmth here. Aside from meeting with clients and studying how to better serve my clients, I am actively involved in my family, church, and in community service. I am proud to be a financial advisor with The Northwestern Mutual Wealth Management Company. I empower individuals, families and business owners to live the life they dream by establishing lasting relationships of lifelong expert guidance, and the perfect blend of the concepts of risk management and wealth management. I connect with people and get to know what's important to them. Then my team of insurance and investment specialists with decades of experience and 160 years of award winning service determines the best solutions to your individual, family, and business needs. To learn more, watch the video and don't hesitate to reach out. I enjoy sharing my work and getting to know new people. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
Polaris Capital Funds
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President, General PartnerPolaris Capital Funds Jan 2021 - PresentDallas-Fort Worth MetroplexPolaris Capital Funds is a family of investment funds, involved in single-family residential, multi-family, mixed-use, commercial real-estate, private equity, venture capital soon to come. We serve high net worth and institutional investors looking for expert money management from seasoned general partners in various asset classes.
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Senior Managing PartnerPrincpal Legacy Mar 2020 - PresentDallas, Texas, United StatesPrivate Equity partner in small to midsize companies in Real Estate, Prop-tech, Fin-tech, E-commerce, Crypto and Financial Services. Principal Legacy has generated millions in enterprise value for clients and three digit returns for investors.
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Region Business Development DirectorAdaptation Financial™ Jun 2019 - Mar 2020Dallas/Fort Worth AreaFinancial services private equity firm managing $5.1BN in AUM, involved in building insurance and investment platform companies while applying a fintech application in order to add the most value to individuals, families, and businesses. -
Courtney & Associates - Lead Advisor | Advanced Tax & Investment PlanningNorthwestern Mutual Mar 2019 - May 20198411 Preston Rd Ste 700, Dallas, Tx 75225I am a financial advisor with The Northwestern Mutual Wealth Management Company. Blending concepts of risk management and wealth management to protect and grow assets for the future sets us apart from an industry that draws lines in the sand. Taking care of individuals, families, and businesses is my passion. Proper implementation of life, long-term disability, and long-term care insurances partnered with investments, trust and estate services, and private client services to build an efficient… Show more I am a financial advisor with The Northwestern Mutual Wealth Management Company. Blending concepts of risk management and wealth management to protect and grow assets for the future sets us apart from an industry that draws lines in the sand. Taking care of individuals, families, and businesses is my passion. Proper implementation of life, long-term disability, and long-term care insurances partnered with investments, trust and estate services, and private client services to build an efficient and versatile plan allows clients the freedom to dream big without the worries of what-ifs. Show less -
Financial Advisor, Personal & Business Finance ConsultantNorthwestern Mutual Sep 2017 - Mar 20195420 Lyndon B. Johnson Fwy Suite 1300, Dallas, Tx 75240As a financial advisor with The Northwestern Mutual Wealth Management Company, my team and I focused on holistic planning. We blended concepts of risk management and wealth management to protect and grow assets for the future. Planning continues to and through retirement. Taking care of individuals, families, and businesses is my passion. Proper implementation of life, long-term disability, and long-term care insurances to transfer the true value of assets with investments, trusts, estate… Show more As a financial advisor with The Northwestern Mutual Wealth Management Company, my team and I focused on holistic planning. We blended concepts of risk management and wealth management to protect and grow assets for the future. Planning continues to and through retirement. Taking care of individuals, families, and businesses is my passion. Proper implementation of life, long-term disability, and long-term care insurances to transfer the true value of assets with investments, trusts, estate planning, and private client services to build an efficient and versatile plan allows clients the freedom to dream big without the worries of what-ifs. Show less
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Financial Representative | Investment Specialist AssociateNorthwestern Mutual Jan 2016 - Sep 2017Princeton, NjMyself, with my team of specialists work to help create financial security for individuals, families, and businesses. Our dedication to high level of service, integrity, and planning carries clients through every stage of life. Mentor: Stephen E. Miller, Financial AdvisorInvestment Specialist: Thomas Gallina, Wealth Management Advisor | CFP CLU CHFC CTLC AEPLife Insurance Specialist: Jason Olenski | CFP CLU CLTC CASLDisability Specialist: Manish Shah | CLTC Long-term… Show more Myself, with my team of specialists work to help create financial security for individuals, families, and businesses. Our dedication to high level of service, integrity, and planning carries clients through every stage of life. Mentor: Stephen E. Miller, Financial AdvisorInvestment Specialist: Thomas Gallina, Wealth Management Advisor | CFP CLU CHFC CTLC AEPLife Insurance Specialist: Jason Olenski | CFP CLU CLTC CASLDisability Specialist: Manish Shah | CLTC Long-term Care Specialist: Jay Burgman | CFP CLTC Show less
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StudentRutgers University Sep 2010 - May 2015New Brunswick, NjB.A. in Economics & Minor in Business Administration Member of Little Investment Bankers of Rutgers (LIBOR), Rutgers Business Governing Association (RBGA), Rutgers University Supply Chain Association (RUSCA), RUnited
David Mathews Skills
David Mathews Education Details
Frequently Asked Questions about David Mathews
What company does David Mathews work for?
David Mathews works for Polaris Capital Funds
What is David Mathews's role at the current company?
David Mathews's current role is President, Fund Manager, Syndicator, General Partner, Philanthropist, Kingdom Investor and Educator helping others make millions..
What schools did David Mathews attend?
David Mathews attended Rutgers University-New Brunswick.
What skills is David Mathews known for?
David Mathews has skills like Wealth Management, Risk Management, Business Planning, Data Analysis, Finance, Social Media, Microsoft Office, Powerpoint, Microsoft Word, Microsoft Excel, Customer Service, Leadership.
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David Mathews
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David Mathews
Greater Pittsburgh Region -
David Mathews
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David Mathews
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