During his decade-long ascent at Morgan Stanley, David emerged as one of northern Virginia's top financial advisors, earning multiple accolades for his steady guidance during the Great Financial Crisis. In 2015, he founded Doxa Capital to further his vision of modern financial advising. David's approach combines comprehensive financial planning with elite client service, positioning Doxa as a client's "personal CFO." This unique perspective allows him to leverage his extensive planning and problem-solving experience to address even the most complex financial situations.
A Johnson & Wales University graduate, David lives in Falls Church with his wife, Natalie, twin daughters, Olivia & Sofia, and son, James.
What's something people don't know about you? "I'm passionate about youth mentorship. Coaching basketball and little league over the years has been incredibly rewarding."
Chase's career began at a boutique hedge fund in Charleston, SC before joining Morgan Stanley in Washington, DC as an associate portfolio manager for a top wealth management team. This experience was pivotal in co-founding Doxa Capital in 2015, where he now leads as portfolio manager. Chase's approach focuses on navigating economic cycles with a "plan-first" philosophy, ensuring client portfolios align precisely with long-term goals.
Chase is a Chartered Financial Analyst (CFA®) and holds a certification in advanced valuation from NYU Stern and a B.S. in Economics from the College of Charleston. He's based in Charlotte with his wife, Alex, and is a proud #girldad of two, Delaney & Sloane.
What's something people don't know about you? "I'm an avid flag football player. It's not just a hobby—it keeps me in shape and involved in competitive sports!"
(703) 638-8838