Mr. Waddell is President, CEO and Chief Investment Strategist of Waddell & Associates, a top-rated wealth management firm in Memphis. David co-founded and serves on the investment committee of Iron Horse Capital Management which advises the Conductor Global Value Equity Fund (Ticker: RAILX). In addition, Waddell is an active angel investor in a wide range of companies.
David began his career with Charles Schwab & Co., Inc. in Phoenix, AZ. After being recognized for his outstanding business development record, David was promoted to the San Francisco- based Institutional Strategic Accounts Team, which interfaced with the Big 5 accounting firms and Schwab’s largest customers.
He earned his BA in Economics at University of the South, and his MBA with a concentration in finance and investments from Babson College in Boston. A civic leader in Memphis, David has been recognized as one of Memphis’ “Top 40 under 40” by the Memphis Business Journal, and was a finalist for “Executive of the Year”.
As a recognized expert, David has appeared in the Wall Street Journal, USA Today, Forbes, Business Week, Investment News, Institutional Investor News, The Tennessean and Memphis Business Journal, to name a few. He has also made appearances on Fox Business News, CNBC’s