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David Benskin

David Benskin

David Benskin

Founder and Chief Executive Officer, Wealth Access

Nashville, Tennessee

About

Male

Formerly First Vice President - Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families.

Experience

Founder and Chief Executive Officer

Series A67Nashville, Tennessee, United StatesSaaS · Finance

People at Wealth Access

View all at Wealth Access →

Data from: crunchbase

Latest from David Benskin

Headlines from Google News. Social posts load from the platform only when you open a tab.

Wealth Access And Candescent Partner To Deliver Connected Wealth Intelligence Across Financial Institutions
Pulse 2.0 · May 1
There's a 'significant untapped opportunity' for banks
The Business Journals · Nov 6
Wealth Access taps fintech veteran Drew Dimarino for C-suite role
investmentnews.com · Sep 11
Cetera Financial Group Partners with Wealth Access for Client Data Insights in Wealth Management Sector
thewealthadvisor.com · Feb 29
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
Business Wire · Sep 19