David C. Knoch, CIMA®
David Knoch serves as president for 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. In this role, David guides the strategic direction and execution of major company initiatives that fulfill its purpose to enable intentional living among a diverse set of stakeholders. David’s 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.
David currently serves on the Financial Services Institute (FSI) Board of Directors and was recently elected as chair of its finance committee. David is a member and serves on the board of the North Texas Chapter of the Young Presidents Organization (YPO), as well as the advisory board of Conscious Capitalism Dallas Chapter. David has a B.A. in Political Science from the University of Massachusetts, Amherst and is a Certified Investment Management Analyst℠ professional.
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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.