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David Souter MBA, CFA

David Souter MBA, CFA

Financial Advisor

David Souter has been involved in the financial industry in various capacities since 1992 when he received his MBA from The Yale University School of Management. He has been working in wealth management and financial advisory since 2017. He received his Chartered Financial Analyst designation in 1999. He provides comprehensive financial & estate planning strategies for families and business owners, with a special focus on tax sheltered investment strategies and risk management. He typically coordinates all of the financial affairs of his clients, even items held elsewhere. He is devoted to excellence and building long term relationships. He joined Wealth Management Strategies and Equitable Securities in early 2022 in order to team up with a group of seasoned financial professionals with expertise in many areas of financial strategies to enable him to bring some of the some of the best strategies, tools and knowledge to bear for businesses and their owners as well as his clients.

David’s career has included work as a Senior Equity Analyst for two hedge funds and acting as the primary portfolio manager for Kingsland Capital LLC,  a small and mid-cap long/short hedge fund from 2003-2007. He has a long history of working with and consulting with business owners and high net worth individuals.

Away from the office, David is a member of the San Clemente Sunrise Rotary Club and the San Clemente Chamber of Commerce. He also enjoys travel and has visited over 20 countries. He loves spending time with his 3 grown children, and enjoys playing tennis, golf and pickleball, as well as body surfing, hiking and skiing.


Education

BA Economics – University of California at San Diego

Licenses & Certifications

FINRA Series 7 & 66

CA Insurance License #0M03373