
David Waddell, CEO and Chief Investment Strategist of Waddell & Associates
David Waddell is the CEO and Chief Investment Strategist of Waddell & Associates, a top-rated wealth management firm with offices in both Brentwood and Memphis.
David began his career at Charles Schwab & Co., Inc and worked on the Institutional Strategic Accounts Team which worked with the Big 5 accounting firms and Schwab’s largest customers.
As the firm’s Chief Investment Officer, David chairs the W&A investment committee and oversees his company’s billion dollar portfolio through macro economic forecasting, macro market analysis and macro risk assessments.
David has appeared in The Wall Street Journal, Barron’s, Forbes, The Tennessean and The Nashville and Memphis Business Journals as a recognized economic expert.