David Feldstein

Background

About David Feldstein

David Feldstein, Chief Operating Officer and President of Vita Financial, brings over 20 years of experience in financial services. His background in social services and conflict resolution from William Paterson University shapes his client-centric approach, emphasizing understanding and resolving client and advisor needs. David's career began at MetLife in Sarasota, Florida, where he quickly rose to Agency Sales Director, helping the office achieve top-three status nationwide. He replicated this success in Atlanta and later at Prudential Advisors, where he helped elevate the Atlanta firm to national top-three recognition through innovative sales strategies and leadership. As Managing Director and Head of Sales at Capstone Financial, David oversaw the recruitment and development of asset managers, financial planners, and insurance agents across Georgia and neighboring states, driving significant team expansion. Currently, as COO and President of Vita Financial, David leads the company into the future and partners with existing wealth management and financial planning teams to join their OSJ. Active in community service, David serves on school governance councils and non-profit boards. He enjoys competitive sports like tennis, pickleball, softball, international travel, and, most importantly, spending quality time with his wife and two children.