An interview with Dave Caffaro
Birth location: I was born in Lynwood, CA and I currently live in Orange County, CA. I earned a Master of Business Administration degree in Strategic Management from Claremont Graduate University, with an undergraduate degree in Organizational Behavior and Business Administration from California State University, Fullerton. In the course of my career I led a team that earned two patents in the area of predictive analytics in wealth management, and I led the largest fiduciary business integration in the US (so far). Apart from co-founding Atticus, I currently serve as principal of the Strategic Advisory Consulting Group.
Why did you join Atticus?
As a wealth business manager, I saw a large service gap my team couldn’t address. Atticus speaks to real human needs in a family’s financial life. I love that Atticus bridges gaps that are currently unaddressed in financial life.