Full Name
David Knoch
Job Title
Chief Executive Officer
Company
Docupace
Speaker Bio
David Knoch is an accomplished leader and financial services executive with more than 20 years of experience in the financial advice industry.
David most recently served as president of 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. David set the strategic direction for the company, was the architect of its award-winning culture and drove revenues to near $200 million during his 11 years as president. His tenure ended with the $180 million sale of the firm to an industry peer in 2019.
David’s purpose is to challenge others to create and lead purposeful lives; and he leads by example. He has previously provided expert testimony before Congress, been featured in the Wall Street Journal and has been voted one of the 25 most influential people in the Investment Advisory industry two years in row, for 2018 and 2019. David was also recognized as one of the class of 2021 LUMINARIES for Executive Leadership, a program which shines a spotlight on how the top-performing industry participants are producing meaningful results in the areas that matter most to advisors, rather than emphasizing asset levels, rankings, or the latest industry buzz.
David currently serves as the Immediate Past Chair of the Financial Services Institute (FSI) Board of Directors. David also serves as Chair of the North Texas Chapter of Young Presidents Organization (YPO). David serves on the advisory board of the Dallas Chapter of Conscious Capitalism. He earned his Bachelor of Arts degree in political science from the University of Massachusetts Amherst and is a Certified Investment Management Analyst professional.
David most recently served as president of 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. David set the strategic direction for the company, was the architect of its award-winning culture and drove revenues to near $200 million during his 11 years as president. His tenure ended with the $180 million sale of the firm to an industry peer in 2019.
David’s purpose is to challenge others to create and lead purposeful lives; and he leads by example. He has previously provided expert testimony before Congress, been featured in the Wall Street Journal and has been voted one of the 25 most influential people in the Investment Advisory industry two years in row, for 2018 and 2019. David was also recognized as one of the class of 2021 LUMINARIES for Executive Leadership, a program which shines a spotlight on how the top-performing industry participants are producing meaningful results in the areas that matter most to advisors, rather than emphasizing asset levels, rankings, or the latest industry buzz.
David currently serves as the Immediate Past Chair of the Financial Services Institute (FSI) Board of Directors. David also serves as Chair of the North Texas Chapter of Young Presidents Organization (YPO). David serves on the advisory board of the Dallas Chapter of Conscious Capitalism. He earned his Bachelor of Arts degree in political science from the University of Massachusetts Amherst and is a Certified Investment Management Analyst professional.
Speaking At
