David Hise

Partner, Chief Operating Officer

Role: Partner, Chief Operating Officer at Capitalis Planning Partners
Location: Louisville, KY, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About David Hise

Chief Operating Officer with a demonstrated history of working in the legal and financial…

Experience

Partner, Chief Operating Officer
Capitalis Planning Partners
Jun 2022 — Present · Louisville, KY, US

Education

University of Kentucky J. David Rosenberg College of Law
J.D.
2005 — 2008
Centre College
B.A., History
2001 — 2005

Skills

Civil Litigation
Litigation
Administrative Law
Commercial Litigation
Loan Work-Outs
Bankruptcy
Trial Practice
Business Strategy
Corporate Law
Appeals
Mediation
Real Estate
Environmental Law
Estate Planning
Government Relations

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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