David Hutchinson

David Hutchinson has a extensive work experience in the financial services industry. David has held various senior leadership roles throughout their career, including Senior Vice President at RBC Clearing & Custody in 2017. Prior to that, they were the President & Founder of HCG & Associates, where they provided consulting and advisory services to leading firms in the financial services business. From 2015 to 2017, they served as Senior Vice President, Midwest Divisional Manager at AssetMark, Inc. David also held senior positions at Hewins Financial Advisors, Minneapolis Portfolio Management Group, LLC, Fidelity Investments, Schwab Advisor Services, and Ameriprise Financial. Overall, David Hutchinson has over 20 years of experience growing firms and helping financial advisory firms achieve their goals.

David Hutchinson obtained a Mini MBA in Services Leadership Institute from the W. P. Carey School of Business at Arizona State University in 2008. David also holds a Bachelor of Science degree in Finance from the Carlson School of Management at the University of Minnesota, which they completed from 1986 to 1990. Additionally, they have certifications including Series 10, Series 63, Series 65, Series 7, and Series 9 from the Financial Industry Regulatory Authority (FINRA).