David Cox in

David Cox

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Chief Financial Officer at IntraFi
📍 New York, New York, United States

David Cox is the Chief Financial Officer at IntraFi, where he rose from the role of Senior Vice President of Financial Planning. A graduate of The Wharton School, his expertise is rooted in investment banking, previously serving as a Managing Director at Evercore and working in J.P. Morgan Chases global mergers and acquisitions group.

While a Managing Director at Evercore, he was part of the team that served as a financial advisor to Refinitiv in a major $27 billion transaction.

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Experience
25 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

Mergers & Acquisitions
He has a deep background in M&A, having provided strategic oversight on numerous deals as a Managing Director at Evercore and worked in J.P. Morgan's M&A group.
Corporate Finance Strategy
His career path at IntraFi, moving from SVP of Financial Planning to CFO, demonstrates his focus on high-level financial strategy and corporate oversight.
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Career

Work history

10-2024
Chief Financial Officer
IntraFi
1-2024 - 9-2024
Interim Chief Financial Officer
IntraFi
7-2020 - 12-2023
Senior Vice President, Financial Planning
IntraFi
1-2013 - 7-2020
Managing Director
Evercore
1-2009 - 12-2012
Vice President
Evercore
In the press

Media appearances

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Education
1996 - 2000
Bachelor of Science (BS)
The Wharton School
Education details unavailable
Friends Select School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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