Building a Viable Wealth Management Business in a Community Bank

Dave Coffaro is a strategic leadership advisor, executive coach and author. As principal of the Strategic Advisory Consulting Group, Dave works with financial services businesses and nonprofits to define, design and deliver their vision through operating models that create results. He is co-founder of Atticus, a fintech company providing individuals and institutions easy to use, do-it-yourself tools for fiduciary-based activities. In addition to his consulting work, Dave has held leadership positions with Wells Fargo and Bank of America. Dave serves on the Campbell University Trust Education Foundation Advisory Board. Dave speaks and writes about wealth management, strategic leadership, leading change and innovation, with articles published in The American Management Association Journal of Management, SmartBrief on Leadership, ABA Banking Journal, Quality Digest, Psychology Today, and Business Transformation SmartBrief. His books, Leading from Zero: Seven Essential Elements to Earning Relevance and Leading from Where you Are: 7 Themes to Make a Meaningful Impact in Your Work are available through Amazon. Dave earned a Master of Business Administration degree in Strategic Management from the Peter F. Drucker Graduate School of Management at the Claremont Graduate University. He taught strategic management and business policy at California State University, Fullerton.