David Knoch, CIMA®


David Knoch serves as president for 1st Global, where he guides the strategic direction and execution of major company initiatives that fulfill its purpose to enable intentional living among a diverse set of stakeholders. His purpose is to challenge others to create and lead purposeful lives.

David joined the company in 2000 and has served as its president since 2008, cultivating a culture and organizational structure that has been the catalyst for unprecedented advisor retention, strong revenue growth and expansion of the company’s footprint into new business lines. He cares deeply about creating an environment — both inside and outside of the organization — in which people of intention can live out their hopes, dreams and aspirations.

In July of 2017 David provided voluntary testimony before the Capital Markets subcommittee of the House Financial Services Committee on prudent regulation of financial advisors. In addition, David has been featured in publications such as the Wall Street Journal, Think Advisor, Financial Planning Magazine, Investment News, On Wall Street, Accounting Today and more. In May 2018 David was voted one of the 25 most influential people in the Investment Advisory industry by the readers of Investment Advisor Magazine.

David currently serves on the Financial Services Institute (FSI) Board of Directors as Vice Chairman and will Chair the organization in 2019. David is a member and serves on the board of the North Texas Chapter of the Young Presidents Organization (YPO) as Assistant Learning Officer and will Chair the North Texas Chapter in its 2019 - 2020 year. David also serves on the advisory board of the Dallas Chapter of Conscious Capitalism. He earned his Bachelor of Arts degree in political science from the University of Massachusetts Amherst and is a Certified Investment Management AnalystSM professional. He has passed his Series 7, 24, 53 and 66 exams.

Investment Management Consultants Association is the owner of the certification mark, “CIMA®,” the service marks “Certified Investment Management AnalystSM,” Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.