Dave Coffaro is principal of the Strategic Advisory Consulting Group, a management consultancy, and co-founder of Atticus, a fintech firm providing individuals and professional advisors with easy to use, do-it-yourself tools for fiduciary-based activities.
Dave has a seasoned 30+ year career of leading the fiduciary & wealth management industry through various executive and management roles for the nation's most respected banks, credit unions and trust companies. Dave also actively engages in nonprofit leadership, serving in various volunteer and management roles for non-profit Boards & community service organizations.
Dave is a frequent industry speaker and published author across executive coaching, leadership and wealth management topics.
