David YorkManager, Investment Research

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

David joined CAPTRUST in 2003 and serves as a manager, investment research, responsible for domain 2 point of contact. He performs individual client portfolio analysis and recommendations. David also conducts research and makes recommendations on investment solutions including concentrated stock and SMA solutions. Prior to joining the firm, David worked at Checkfree Investment Services where he supported software packages geared towards performance reporting and manager due diligence, and has worked in the industry since 2003.


  • Bachelor of Science degree in business management with a minor in accounting from North Carolina State University 

Personal Profile

Oak Hill, WV
Favorite Book or Movie:
Ivanhoe | Forrest Gump
Ideal Dinner Guest:
Jesus Christ, Ben Franklin, and Abraham Lincoln
Words to Live By:
Treat others as you would be treated
Qualities I Admire in People:
Integrity, kindness, and courage