November 30, 2023
9:20 - 10:10 a.m.
David Gordon is senior vice president of Direct Indexing at Vestmark where he is responsible for expanding adoption of direct indexing solutions, which enable client-driven customizations around tax management and personal preferences such as ESG for wealth management firms and their clients.
Before joining Vestmark, Gordon was director of the Eaton Vance Advisor Institute, responsible for supporting advisors who serve ultra-affluent clients with practice management education and tools for growth. Before that, he served as vice president in the Eaton Vance Wealth Strategies Group, representing the firm’s tax-managed index portfolios, structured alpha strategies, managed option programs and concentrated stock solutions.
An army veteran, Gordon earned his BS at the U.S. Military Academy at West Point, and his MBA at the University of Texas at Austin. He holds CFA® and CPWA® certifications.