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David O. Koch, CFP®, CFAPrincipal and Senior Financial Advisor

  • 333 South 7th Street
    Suite 2900
    Minneapolis, MN 55402
  • 612.347.7979
  • LinkedIn

David joined CAPTRUST in 2017 and serves as a principal, financial advisor. Prior to joining the firm, David was the president and chief compliance officer at Windsor Financial group LLC, and he has worked in the industry since 1983.

EDUCATION

  • Bachelor of science degree in business administration with a concentration in marketing
  • Master of business administration degree with a concentration in finance

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER

  • Chartered Financial Analyst (CFA®)

     

     

Personal Profile

Hometown:
Viola, WI
Favorite Book or Movie:
When Pride Still Mattered | Cinderella Man, Rudy, and Hoosiers
Ideal Dinner Guest:
Vince Lombardi, Bart Starr, and Warren Buffet
Words to Live By:
The quality of a person's life is in direct proportion to their commitment to excellence.
Qualities I Admire in People:
Competitive, accountable, and respectful