David Blisk
Co-Founder and Principal
Spire Investment Partners, LLC
(703) 748.5824 – p
(888) 737.8907 – toll free
David.Blisk@SpireIP.com
David Blisk, co-founder and Managing Director of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry, in particular the independent financial advisor channel. Describing himself as a large break-away broker, David made news when he left one of the major wire-houses in February of 1997 and co-founded Legacy Advisors, LLC, in McLean, Virginia.
From 1997-2007, Legacy became a haven for financial advisors who wanted to be independent in their investment choices but who did not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his crew provide access to numerous vendor partners and the back-office support necessary to function in today's highly regulated environment.
From its start with $90 million under management in 1997, Spire Investment Partners now manages $1.2 billion for high net worth individuals. Wealth Manager Magazine ranked the firm as one of its top financial advisory firms four consecutive years from 2004 through 2007.
Once the firm reached the $1 billion mark, David and his team realized it was time to create the firm's own broker/dealer and to remake itself into Spire Investment Partners – a hybrid firm, a registered investment advisor with a broker/dealer attached. Spire operates with 13 consulting teams, which include 20 financial advisors working in six offices from Virginia to Colorado. David and his partners have recently launched a major expansion program to double the revenue of Spire in 2008.
Background
David is a Distinguished Graduate of the US Air Force Academy, earned an MBA from Wright State University and a JD from Duke University School of Law. A former attorney in the Judge Advocate Corps of the US Air Force, David left active duty service after 13 years and rose to the level of Senior Vice President and Senior Investment Management Consultant at a major national brokerage firm.
With more than 17 years of combined experience as a wirehouse broker and independent consultant, David is a frequent speaker on industry trends, in particular the independent channel. He has been featured in Financial Advisor magazine, Investment News, Registered Rep magazine and Financial-Planning.com. He recently spoke at the 4th Annual Financial Advisor Symposium, which will be held April 16-18, 2008, in Las Vegas. The symposium is co-produced by Financial Advisor Magazine and InterShow, the world's largest producer of investment trade shows.
David continued his service in the Air Force Reserve JAG Corp until his retirement in 2003. He's also active in numerous alumni, civic, social and church activities. David lives in Tysons Corner with his wife, Brenda Blisk, CFP®, and their daughter Laura Marie, who attends George Mason University.
Education
- Graduate of the US Air Force Academy
- MBA - Wright State University
- JD- Duke University School of Law
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