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.

