David Legus is the Managing Director for the Naples office of Meristem Family Wealth, a multi-family office providing comprehensive advisory and trust services to private families. Prior to joining Meristem, spent time with Alliance Bernstein and the Private Client Reserve with U.S. Bank.
Before entering financial services, he got his start in management consulting where he not only had the opportunity to work internationally with world-class organizations, but also with the executives and visionaries running them. During that time he took a keen interest in getting to know their personal stories and what drove them to be successful. This same curiosity, along with a history of genuinely wanting to help, has proven to be an excellent foundation for working with generational families.
David received his BBA in Finance from the University of Notre Dame and an MBA from the Anderson School at UCLA in Finance & Marketing.
He also currently serves on the Board of Directors, Finance Committee, and Investment Committee with The Immokalee Foundation. In addition, he serves on the Professional Advisor Council of the Community Foundation of Collier County.