David Miele, CIMA®

Critic
DISC Type : C

Managing Director: Head of National Accounts at Hilton Capital Management, LLC

New York, New York, United States

Overview

David is the Managing Director and Head of National Accounts at Hilton Capital Management, bringing over two decades of experience in sales growth and business development. A Certified Investment Management Analyst (CIMA®) who studied at Wharton, he is described by colleagues as bright and energetic. He holds a unique Bachelors degree from Berklee College of Music.

Outside of his career in finance, David has a deep-rooted background in the arts, evidenced by his formal education in music. This training from a world-renowned music college suggests a disciplined and creative approach, blending analytical skills with artistic passion, which likely continues to be a significant personal interest.

Unique fact: David holds a Bachelor of Music from the prestigious Berklee College of Music.

Personality Overview

Precise

Objective Thinker

Negotiator

They don’t appreciate bells and whistles unless backed by data.  They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Topics They Care About

Strategic Partnerships
His career has focused on overseeing and growing strategic partnerships for investment firms across multiple channels like TAMPs, RIAs, and broker-dealers.
Investment Strategies
He actively shares updates and commentary on specific firm strategies, such as SMID Opportunities, and broader market dynamics like yield curves and jobs data.
Business Development
He has a proven track record of driving expansive growth through new product placement and business development in the wealth management industry.

Media Appearances

David has no verified media appearances

Work History

7-2024
Managing Director: Head of National Accounts at Hilton Capital Management, LLC
8-2021 - 8-2024
Director of National Accounts at Zacks Investment Management
3-2018 - 8-2021
National Account Manager at Zacks Investment Management
1-2015 - 11-2017
Vice President, National Account Manager at Fred Alger Management, Inc.
2-2012 - 12-2014
Assistant Vice President, National Account Manager at Fred Alger Management, Inc.

Education

Bachelor of Arts (B.A.) from Berklee College of Music
Education details unavailable from Hofstra University

More Information

Social Presence :

Prographics :

Exp : 20 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director: Head of National Accounts at Hilton Capital Management, LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from David

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can David take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And David

Personality Compatibility


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