David Gottesman

With more than two decades of experience supporting financial advisors, investors, and institutions, Dave brings extensive industry knowledge and relationship management experience to Aegis Consulting. Before joining Aegis Consulting in 2024, Dave served as Senior Vice President for a nationally recognized asset management firm, where he worked with financial advisors across the country to support the development of investment solutions. Throughout his career, he has held leadership roles in business development, advisor support, and client engagement, while also cultivating referral networks with product sponsors, broker-dealers, and institutional investors. In his role at Aegis Consulting, Dave supports the firm's advisors and contributes to business development and relationship management initiatives.