David Mathews
Senior Managing Partner at Princpal Legacy | Dallas, Texas, United States
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David Mathews is a dynamic Senior Managing Partner at Principal Legacy, where he leverages his extensive expertise in private equity to drive growth and innovation in small to midsize companies across various sectors, including Real Estate, Prop-tech, Fin-tech, E-commerce, Crypto, and Financial Services. Since relocating to Dallas from New Jersey in September, David has embraced the local community, quickly establishing himself as a trusted advisor dedicated to enhancing client relationships and delivering tailored wealth management solutions.
At Principal Legacy, David has been instrumental in spearheading key projects that have generated millions in enterprise value for clients, showcasing his strategic planning and estate tax planning acumen. His ability to identify lucrative investment opportunities has resulted in impressive three-digit returns for investors, underscoring his proficiency in retirement income strategies and mutual funds. David's commitment to continuous learning and development is evident in his active role in training and mentoring his team, fostering a culture of excellence and collaboration.
Beyond his professional endeavors, David is deeply engaged in his family, church, and community service initiatives, reflecting his belief in the importance of giving back. His strong social networking skills enable him to build meaningful connections that benefit both his clients and the broader community. As he continues to navigate the evolving landscape of private equity, David Mathews remains focused on delivering exceptional value and innovative solutions that empower his clients to achieve their financial goals.
Senior Managing Partner at Princpal Legacy in March 2020 to Present
President, General Partner at Polaris Capital Funds in January 2021 to Present
Region Business Development Director at Adaptation Financial™ in June 2019 to March 2020
Courtney & Associates - Lead Advisor | Advanced Tax & Investment Planning at Northwestern Mutual in March 2019 to May 2019
Financial Advisor, Personal & Business Finance Consultant at Northwestern Mutual in September 2017 to March 2019
Financial Representative | Investment Specialist Associate at Northwestern Mutual in January 2016 to September 2017
Student at Rutgers University in September 2010 to May 2015
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Wealth Management
Risk Management
Business Planning
Financial Analysis
Data Analysis
Investments
Finance
Estate Planning
Entrepreneurship
Business Development
Sales
Social Media
Microsoft Office
PowerPoint
Microsoft Word
Microsoft Excel
Customer Service
Leadership
Team Building
Management
Public Speaking
Time Management
Teamwork
Teaching
Team Leadership
Training
Retirement Income Strategies
Estate Tax Planning
Investment Advisory Services
Tax-advantaged Investment Strategies
Sustainability Consulting
Insurance Planning
Retirement Plan Consulting
Benefits Analysis
Social Networking
Insurance
Life Insurance
Financial Advisory
Strategic Planning
Business Overhead Expense
Disability Insurance
Succession Planning
Long Term Care Insurance
Mutual Funds
ETFs
Alternative Investments
Fixed Income
Fixed Income Strategies
Guaranteed Lifetime Income
Passive Income
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What is David Mathews email address?
Email David Mathews at [email protected]. This email is the most updated David Mathews email found in 2026.
How to contact David Mathews?
To contact David Mathews send an email to [email protected].
What company does David Mathews work for?
David Mathews works for Princpal Legacy
What is David Mathews's role at Princpal Legacy?
David Mathews is Senior Managing Partner
What is David Mathews's Phone Number?
David Mathews's phone (214) ***-*299
What industry does David Mathews work in?
David Mathews works in the Financial Services industry.
David Mathews Email Addresses
David Mathews Phone Numbers
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