David Legus, MBA
Managing Director
David Legus serves as Managing Director of the Naples, Florida office, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families.
Before entering financial services, David began his career in management consulting where had the opportunity to work with experienced organizations of Fortune 500 companies and the visionaries running them. During that time, he took a keen interest in getting to know their personal stories and what drove them to success. This curiosity, along with the desire to support others, have contributed to his effectiveness in working with families to provide thoughtful advice for more than a decade.
David believes in the power of inspiration and serves formally and informally as a mentor to help spark that inspiration in others and within his community. His grandfather once told him, “No one ever became poor by being nice,” and David follows these words in his personal and professional life by leading with kindness.
David earned an MBA in finance/strategy/marketing from The Anderson School at UCLA and a bachelor’s degree in finance from the University of Notre Dame.
Originally from Minnesota, David has called Naples home for nearly 9 years.
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
First Tee of Naples, Board Member (Current)
Immokalee Foundation, Past Board Member (2018-2021)