David J. Gordon, CFP®, CIMA® in

David J. Gordon, CFP®, CIMA®

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Executive Director - Financial Advisor - Senior Portfolio Manager - Investing with Impact Director at Morgan Stanley
📍 Greater Chicago Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
34 Years
Current Role
Executive Director - Financial Advisor - Senior Portfolio Manager - Investing with Impact Director
Job Level
Senior
Location
Greater Chicago Area, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2013
Executive Director - Financial Advisor - Senior Portfolio Manager - Investing with Impact Director
Morgan Stanley
2-1991 - 3-2013
Managing Director - Investment Officer
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000
Chartered Mutual Fund Counselor℠ (CMFC®)
CFP Board of Standards, Denver
1995
Certified Investment Management Analyst® (CIMA®)
University of Pennsylvania - The Wharton School
1993
CERTIFIED FINANCIAL PLANNER™ professional
CFP® Board of Standards, Denver
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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