David Noosinow is a Partner Advisor with AdvicePeriod. He has significant experience in wealth transfer, investment planning, mergers and acquisitions, and exit strategies, having worked closely with successful entrepreneurs and families with privately owned companies. David’s unique perspective helps business owners mitigate potential issues and find the best course of action.
Before joining AdvicePeriod, David was a Senior Director at BNY Mellon Wealth Management and Vice President at Bernstein Global Wealth Management, where he was able to establish himself as a trusted advisor in the previously untapped markets of Atlanta, GA, and Lexington and Louisville, KY. He was a frequent speaker at events sponsored by the Blue Grass Estate Planning Council, the Estate Planning Council of Louisville, and the Louisville Bar Probate and Estate Section. He also enjoyed a successful career trading stocks and junk bonds with Bear Stearns and was a General Partner and Founder of Spartan Capital Management.
David earned his BSBA in Finance from Northern Arizona University. He resides in San Diego with his family where his daughter is attending college. In his free time, he enjoys yoga, cycling, skiing, and learning how to ride his SUP on a wave.
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