David Yepez joined Exencial Wealth Advisors in 2014. David is in charge of performing quantitative and qualitative analysis of companies in the S.E.L.E.C.T. portfolio. David developed a fascination for equity markets in 2008, using his knowledge to help associates develop portfolios. Prior to joining the Exencial team, David worked for Asset Servicing Group analyzing life policy investments.
David has a Bachelor of Science in Mechanical Engineering from the University of Oklahoma and a Master of Business Administration from Southwestern Oklahoma State University. David is a CFA Level III candidate and a member of the CFA Society Oklahoma.
David enjoys playing soccer on the weekends and spending time with his wife, Sarah, and dog, Dexter.
Information coming soon!
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