David Hein, CFA

Professional Background

David Hein, CFA, is a dedicated financial advisor who has built a successful career centered around providing exceptional advisory services to a select group of families, individuals, and non-profit organizations. With a robust background in finance and economics, David currently serves as a distinguished member of the team at Goldman Sachs, where he leverages the firm’s extensive resources to assist ultra-high net worth clients in achieving their financial goals. His approach is characterized by personalized service, ongoing financial advice, and education tailored to meet the unique needs of each client, ensuring they are well-informed and positioned for success.

Prior to his current role, David's career trajectory included various significant positions within Goldman Sachs, where he advanced from Associate to Vice President. His experience in these prestigious roles allowed him to gain profound insights into asset management and investment strategies tailored specifically for the high-net-worth demographic. His previous experience as Assistant Vice President at U.S. Bank further honed his financial acumen and operational expertise, equipping him with the tools necessary to provide holistic financial advice.

Additionally, David served as an Acquisition Program Manager in the U.S. Air Force, where he developed strong analytical and management skills that have proven invaluable in his financial career. This unique combination of military discipline and financial expertise sets David apart in the field of financial advisory services.

Education and Achievements

David Hein's educational journey is impressive and laid the groundwork for his successful career in finance. He began with a Bachelor of Science (B.S.) in Economics from the esteemed United States Air Force Academy, where he gained foundational knowledge in economic principles and financial markets. His time at the academy not only equipped him with analytical skills but also instilled in him the importance of leadership and service, traits he carries into his advisory practice today.

Furthering his education, David earned a Master of Finance (MFin) at Penn State University, enhancing his financial knowledge and analytical abilities. This program provided him with a deeper understanding of financial modeling, investment strategy, and the intricacies of managing large portfolios.

David also completed his Master of Business Administration (MBA) with High Distinction at the University of Michigan - Stephen M. Ross School of Business, a globally recognized program that emphasizes leadership, innovation, and strategic thinking. His MBA not only signifies his academic excellence but also his commitment to professional growth in the financial sector.

Notable Achievements

Throughout his illustrious career, David has achieved numerous accolades that reflect his dedication and expertise in the finance industry. His attainment of the Chartered Financial Analyst (CFA) designation underscores his profound knowledge of investment analysis and portfolio management, distinguishing him as an expert in his field.

In his role at Goldman Sachs, David has made significant contributions to the firm’s reputation as a leading financial advisory institution. By cultivating strong relationships with clients and offering personalized advice, he has played an instrumental role in enhancing client satisfaction and retention. His commitment to helping individuals and institutions understand complex financial concepts is a testament to his passion for serving others and ensuring they make informed financial decisions.

David's professional journey, with foundations in military service and advanced education, coupled with his extensive experience advising high-net-worth individuals, positions him as a prominent figure in the financial advisory space. His blend of analytical rigor, client-centric approach, and deep industry knowledge positions him as a trusted advisor and leader committed to guiding clients on their financial journeys.