David Legus, MBA
Managing Director, Florida Office
David Legus has worked with business leaders and entrepreneurs for over 30 years. Before entering financial services, he got his start in management consulting where he not only had the opportunity to work with world-class organizations, but also the executives and visionaries running them. During that time he took a keen interest in getting to know their personal stories and what drove them to be successful. This same curiosity, along with a history of genuinely wanting to help, has proven to be an excellent foundation for working with families in the process of providing thoughtful advice and managing their wealth.
A native of Edina, Minnesota, David has been living in Naples, Florida since 2013.
EDUCATION
The Anderson School at UCLA
MBA, Finance/Strategy/Marketing (1997)
University of Notre Dame
BBA, Finance (1990)
WORK EXPERIENCE
Meristem
Managing Director, Florida Office, 2016 – Present
U.S. Bank, The Private Client Reserve
Vice President, 2011 – 2016
Bernstein Global Wealth Management
Vice President, 2009 – 2011
The Lusso Collection
Director of Sales, Property Acquisition & Business Development, 2004 – 2008
Peppers & Rogers Group
Manager/Senior Consultant, 2001 – 2004
CIVISnet Corporation
Strategy, Marketing, & Business Development, 1999 – 2001
Cap Gemini
Senior Consultant / Senior Analyst / Analyst, 1992 – 1999
Target Corporation
Business Analyst, 1990-1992
DESIGNATIONS
Securities Licenses Series 7, 31, 65 and 66 (inactive)
COMMUNITY INVOLVEMENT
Immokalee Foundation, Board Member
Winged Foot Scholarship Foundation of Naples, Board Member
Community Foundation of Collier County, Professional Advisor Council
INTERESTS/HOBBIES
Golf, fishing, film, Peloton and travel