David McMillan is a Principal
and Managing Director of Agile Wealth Management, a wealth management firm serving
high net worth families and individuals, based in Boulder Colorado.
A UK citizen, David brings
international experience to wealth management services and investment
opportunities, and serves as a member of the European Focus group for
the National Financial Planning Association that specializes in educating
financial advisers in cross border planning issues.
David is active in searching
for state of the art investment solutions as well as overseeing current
investment relationships, and is Director of Investment Operations for
Agile Group Wealth Management. With a philosophy for obtaining
growth and reducing downside risk his areas of expertise extend to alternative
investments, separate account management and international opportunities.
Having begun his career and
education in Environmental Science, David has a passion for sustainable
investing and seeing clients fulfill their values through environmental
and socially responsible investment practices.
David is involved in a number
of charitable causes and is a member of the Colorado Philanthropic Advisors
Network. He shares a passion for endurance sports and is a competitive
marathon runner and cyclist.
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