Meet David
David Haggard’s diverse background in insurance, banking and portfolio management has led to versatility ranging from risk management and investment strategy to tax equity in various industries. As Managing Director with UCAP Americas and advisor to individual and institutional clients, he seeks to operate in a manner focused on his client's best interests.
His credentials as a CFA® and CFP® enable him to bring clarity to the complexities of investing. His success is the result of nurturing client
and business relationships through competence, trust and the credibility derived from years of multifaceted experience.
He takes his responsibility as a fiduciary seriously, acting both legally and ethically in the best interest of clients. While others might try to appropriate that description, David earned it using the value and meaning of hard work growing up on a farm in Mississippi. Throughout his career his goal for clients has been the realistic sustainability of assets, not just potential growth. To achieve that he calls upon years of practical experience in a broad range of endeavors.
David started his career in life insurance with Mutual of New York (MONY) and Mass Mutual, where he learned the value of teamwork to solve complex financial issues. In those collaborative settings he learned to diagnose from a variety of perspectives, including income and estate tax implications, succession planning, retirement plans, and key employee retention. He was not just selling a product. He was learning to solve business problems in concert with other experts. In the 1980s this was an unusual but invaluable foundation.
He built on the knowledge and wisdom gained through the years by guiding individuals and institutions on wealth planning as an investment strategist, analyst and private wealth advisor for Wachovia Bank/Wells Fargo, Stanford Group/Oppenheimer & Co., Piedmont Private Equity and ACG Wealth.
As a result, he sees his world holistically, the perspective it takes to identify and manage risks hidden within portfolios. His networking skills and drive to learn has produced a proven expertise across the broad spectrum of wealth management.
David earned his Bachelor of Business Administration from Mississippi State University and his MBA from Millsaps College in Jackson, MS. His business affiliations include the CFA Institute, CFA Society of Atlanta, and CFP Board.
