David J. Marshall has more than 35 years of experience in benefit consulting, tax, asset management and structured products.
As a Managing Director at CapAcuity, David is responsible for developing and managing client relationships and identifying market opportunities. Together with the company’s consulting teams, he helps clients evaluate their existing funding and hedging strategies, recommending and implementing the most cost-effective strategies to meet their specific needs and objectives.
David is a principal and co-founder of Atlas Financial Partners. In this role, he was co-inventor of the Total Return Swap™ (TRS) method for hedging the liabilities associated with deferred compensation plans (US Patent 6766303). Atlas currently administers $3 billion in TRS hedges for some of the country’s largest employers across multiple industries.
Prior to founding Atlas, David was a managing director at Goldman Sachs, where he designed and implemented the firm’s non-qualified deferred compensation program and created and led the investment management division’s structured products and financial institutions groups. Previously, he founded and managed the executive benefit practices at Price Waterhouse and Smith Barney. David began his career in 1984 as an analyst for Management Compensation Group (later Mullin Consulting and now part of Prudential Financial).
David received his bachelor’s degree (cum laude) in economics and history from Wabash College and his masters in systems management from the University of Southern California.