Presenter

David Bokman

Chief Wealth Advisory Officer, GenSpring Family Offices

David Bokman has been with GenSpring Family Offices since 2001.  As Chief Wealth Advisory Officer and head of GenSpring’s Wealth Advisory  Center, David is responsible for the firm-wide development and support of all the non-investment deliverables offered to GenSpring client families.Prior to taking on this company-wide role with GenSpring, David served as the founder and President of GenSpring’s Atlanta office.   David has deep and varied experience in a broad range of wealth management issues.  He has investment banking experience with The First Boston Corporation and Morgan Stanley, and estate planning experience as a Senior Manager with Arthur Andersen & Co. and as a Partner with the King & Spalding law firm in Atlanta, where he specialized in sophisticated estate planning for high net worth families.  Prior to joining GenSpring, he was a Vice President and Investment Manager at Goldman, Sachs & Co., where he assisted high net worth families on a broad range of investment management and financial advisory issues.David is a Phi Beta Kappa, summa cum laude graduate of Yale College (1984) and has a J.D. degree from Yale Law School (1988).

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