David Westra
Principal | Financial Advisor at CAPTRUST
- Role
- Principal Financial Advisor at CAPTRUST
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About David Westra
David is a principal, financial advisor, working in the Phoenix, Arizona, CAPTRUST office.David joined our team in 2020 from MRA Associates. His primary focus is providing investment advisory and consulting services to corporations, nonprofits, foundations, and individuals.Before joining CAPTRUST, David was a partner at MRA Associates, serving on the firm’s Investment Policy, Compliance, and Management Committees.Prior to joining MRA Associates in 2006, David spent four years as the director of finance for Avnet, Inc, where he managed the global finance and reporting functions for Avnet Logistics. Prior to that position, David worked in various finance and management roles at eFunds, Deloitte, and Bankers Trust Company.David resides in Phoenix with his wife and has three adult children.
Experience
Principal Financial Advisor
Dec 2020 — Present · Phoenix, AZ, US
Education
University of Southern California
Bachelor of Science (B.S.), Business Administration and Management, General
1988 — 1992
Columbia Business School
Master of Business Administration (MBA), Finance, General
1997 — 1999
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