David Slates CIMA®

In addition to being a managing partner, I am also the founding member of the Slates Wealth Management Group of Northpointe Wealth Management and work directly with clients as a private investment management (PIM) portfolio manager. In this role, I get to help clients address their biggest financial concerns and develop strategies that fit their specific needs and goals—and I love to see how our efforts help them reach those goals.

I received a Bachelor’s degree in Organizational Behavior with a minor in Economics from Brown University, where I was a member of Delta Tau Delta fraternity and a four-year starter in football. After earning All-Ivy honors in 1990 and graduating with my degree, I began my career as a financial advisor working at Merrill Lynch in Columbus.

I have now been serving clients for over three decades, and bring a wealth of knowledge and experience to the table to support their investment plans. I have earned the Certified Investment Management Analyst (CIMA®) certification and am an active member of the Investment Management Consultants Association. In 2023, I was recognized as a Forbes Best-in-State Wealth Advisor.

Outside of work, I serve on several non-profit boards, including the *Dublin Methodist Hospital development board; LiFESports, which provides sports programs to vulnerable youth to help promote the development of life skills; and the 3rd & Goal Foundation, which serves America’s wounded warriors. I am passionate about giving back to my community and serving those in need. I spend the rest of my free time with my wife, Dawn, and our four kids: Regan, Layne, Joey, and Brynn. We’re a very active family, and love playing sports, including football, soccer, basketball, lacrosse, and tennis.

*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.