David W. Nash, CFA, CFP®
Founder and Wealth Advisor
Everything in your financial life is connected. Magister’s philosophy is based on a comprehensive financial planning process that coordinates all of your investments, income and retirement needs with your personal property, tax and estate planning, family needs, and personal considerations.
David is the founder of Magister Wealth and the visionary behind the firm’s unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a “fixer”, “life coach” and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client’s most pressing financial challenges.
David’s financial advisory experience includes both client-facing and back office positions at award-winning independent advisory firms across the country. For Covenant Multifamily Offices, the leading San Antonio-based wealth management firm with $1.3 billion in client assets (as of May 2013), David served as an Advisory Strategist where he was responsible for developing and executing financial planning and investment research projects. Prior to joining Covenant, David was an Associate Portfolio Manager and Financial Planner for 1st Portfolio Wealth Advisors, a wealth management firm serving clients in the greater metropolitan Washington, DC area. At 1st Portfolio, David helped to monitor and trade over $100 million in client accounts, conducted investment research and developed comprehensive financial plans. He also managed and trained staff in the firm’s client service and data management best practices.
David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University’s Institute of Finance. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas.
For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David’s students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories.
David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.