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DAVID A. MASSART

Co-Founder & President 


DAM_05_02_2012

David A. Massart is responsible for establishing the firm's overall vision, strategic and tactical asset allocation decisions, investment manager evaluation, and client wealth management. He is the lead member of Next Generation Wealth Management's Investment Committee.

Mr. Massart has been recognized as a FIVE STAR Wealth Manager and one of Milwaukee's Premier Wealth Advisors by the National Association of Board Certified Advisory Practices. David's expertise is sought after for speaking events on a variety of wealth management topics including asset allocation, portfolio design, tax-aware investment strategies, and retirement planning. David has held leadership roles in nationally recognized financial institutions for over eighteen years. Prior to co-founding Next Generation Wealth Management, he was a Manager at Wells Fargo Investments, LLC, and a Managing Director at Strong Private Client. He led a team at Strong Private Client that was responsible for managing over $275 million of client assets. 

David serves as a trustee of the Managed Portfolio Series Trust, a SEC-registered open-end management investment company, and is an advisory board member of Global Restaurant Systems, LLC. In 2006, David co-founded Next Generation Philanthropy, LLC, and is the founder of the Next Generation Entrepreneurs Group, a Milwaukee-based think-tank for entrepreneurial professionals.

David has an undergraduate degree in Business Management from the University of Minnesota. He achieved the honor of being a three-time Bierman Scholar and was awarded a four-year Varsity Tennis scholarship, winning two "Big Ten" Men's Tennis Team Championships while at the University of Minnesota. Recognized by his peers, Mr. Massart was selected by his teammates as a co-captain during his senior season.

David resides with his wife and two children in Elm Grove, Wisconsin.

NABCAP Premier Advisor 2011