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    David Snider

    Founder & CEO of Harness Wealth

    David Snider is the Founder and CEO of Harness Wealth, a technology-driven company that provides financial guidance to individuals with complex financial situations, such as equity builders and business owners. Under his leadership, Harness Wealth aims to simplify access to financial advice, helping clients navigate challenges related to equity stock options, business ownership, and tax complexities.14

    Professional Background

    Before founding Harness Wealth in April 2018, Snider held several significant roles in the finance and technology sectors:

    • CFO and COO at Compass: Snider played a crucial role in scaling Compass from its early days to a company generating over $350 million in revenue. He oversaw various corporate functions and was instrumental in expanding the company's operations across the United States.34

    • Executive in Residence at Bain Capital Ventures: Here, he focused on identifying emerging trends in real estate and financial technology, contributing to investment strategies and portfolio management.3

    • Investor at Bain Capital: Snider was involved in high-profile transactions, including the IPO of Sensata Technologies, and worked on significant acquisitions during his tenure.23

    Education

    David Snider graduated magna cum laude from Duke University with a degree in Public Policy Studies and later earned an MBA from Harvard Business School. His academic background laid a strong foundation for his career in finance and entrepreneurship.34

    Contributions and Insights

    Snider is also an author, having written "Money Makers: Inside the New World of Finance and Business," which explores various sectors of finance through interviews with industry leaders.34 He frequently shares insights on financial planning and the evolving landscape of wealth management, emphasizing the need for tailored advice in today's complex financial environment.12

    Highlights

    The Chris Voss Show Podcast – Harness Wealth CEO David Snider ...
    Jul 25 · youtube.com
    David Snider, CEO at Harness Wealth, joins NYSE Floor ... - YouTube
    David Snider, CEO at Harness Wealth, joins NYSE Floor ... - YouTube

    Related Questions

    What inspired David Snider to start Harness Wealth?
    How did David Snider's experience at Bain Capital Ventures influence his approach at Harness Wealth?
    What are the key features of Harness Wealth's technology platform?
    How has Harness Wealth impacted the financial advisory industry?
    What are David Snider's future plans for Harness Wealth?
    David Snider
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    Experience

    Founder & CEO at Harness Wealth (April 2018 - Present)
    Executive In Residence at Bain Capital Ventures (September 2017 - August 2018); Chief Operating Officer/Chief Financial Officer at Compass (September 2013 - September 2017); Associate at Bain Capital (September 2009 - August 2011)

    Education

    MBA from Harvard Business School; A.B. in Public Policy Studies from Duke University, magna cum laude; Attended Milton Academy

    Location

    New York, New York, United States