David Fell

Background

About David Fell

Managing complex relationships for diverse clients—from organizations to multi-generational families and endowments—relies on a blend of key skills: forward-thinking, problem-solving expertise, organizational capabilities, and robust communication. Also essential is a genuine interest in understanding the needs of others. This combination, along with effective teamwork, builds a strong foundation and lays the groundwork for strategic planning that fosters long-term success. My approach, from research and discovery to implementation, is based on the alignment of my clients' goals and needs through internal cross-functional team partnership work. Leading and managing more than 40 client relationships combines listening attentively, focusing on the details, and proactively building better internal and external processes, resulting in 96% client satisfaction. I am comfortable working independently or collaboratively across cross-functional internal teams and external stakeholders. Beyond my professional responsibilities, I received my MBA at the UNC Kenan-Flagler Business School, am a two-time Ironman Triathlon finisher, and am a former collegiate swimmer who thrives on setting and achieving significant goals.