David Gordon is Senior Vice President, Direct Indexing, responsible for expanding adoption of Vestmark’s direct indexing solutions, which enable client-driven customizations around tax management and personal preferences such as ESG for wealth management firms and their clients. David is deeply committed to helping wealth management firms and advisors differentiate themselves with portfolios that can be easily personalized to express their clients’ unique needs and preferences.
Prior to joining Vestmark, Mr. Gordon was Director of the Eaton Vance Advisor Institute, responsible for supporting advisors who serve ultra-affluent clients with practice management education and tools for growth. Prior to that, he served as Vice President in the Eaton Vance Wealth Strategies Group, representing the firm’s tax-managed index portfolios, structured alpha strategies, managed option programs and concentrated stock solutions. David entered the investment management industry in 1994 as a Financial Advisor.
An army veteran, Mr. Gordon completed his Bachelor of Science degree at the U.S. Military Academy at West Point, and his MBA at the University of Texas at Austin. He holds CFA® and CPWA® certifications.