Dave Kaye, Chief Financial Officer
Professional Overview
Dave Kaye is an accomplished financial executive with over 25 years of experience in the investment management and private banking industries. As the Chief Financial Officer at Creative Planning Inc., he is responsible for overseeing the firm's financial strategy, reporting, and risk management, playing a key role in driving the company's growth and profitability.
Experience Summary
Current Role
As the Chief Financial Officer at Creative Planning Inc., Dave is responsible for the overall financial management and strategic direction of the firm. He oversees all financial operations, including budgeting, forecasting, and financial reporting, ensuring the company maintains a strong financial position and achieves its growth objectives. Dave's leadership and expertise have been instrumental in Creative Planning's continued success and expansion.
Career Progression
Prior to joining Creative Planning, Dave held several senior finance roles, including CEO of the Corporate Clients Group at Boston Private, where he was responsible for the firm's commercial banking and wealth management services. He also served as the Chief Financial Officer at Boston Private for over a decade, leading the company's financial strategy and overseeing the integration of several strategic acquisitions.
Earlier in his career, Dave held finance leadership positions at Bank of America, where he was the CFO for the Private Banking Division and the Columbia Asset Management group. He also gained valuable experience at Goldman Sachs Asset Management, where he held roles in financial planning and analysis, as well as at Lehman Brothers Holdings Inc. and Coopers & Lybrand Consulting.
Academic Background
Dave holds a Bachelor of Science in Accounting from the University of Missouri-Kansas City. He is a Certified Public Accountant (CPA) and has completed executive education programs at Harvard Business School and the Wharton School of the University of Pennsylvania.
Areas of Expertise
- Financial management and strategic planning
- Corporate finance and investment management
- Mergers and acquisitions integration
- Risk management and compliance
- Leadership and team building
Professional Impact
Throughout his career, Dave has demonstrated a strong track record of driving financial performance and supporting the growth of leading investment management and private banking firms. His expertise in financial reporting, risk management, and strategic decision-making has been instrumental in helping organizations achieve their objectives and maintain a competitive edge in the industry.
Conclusion
With his extensive background in the investment management and private banking sectors, Dave Kaye is a seasoned financial executive who brings a wealth of knowledge and experience to his role as Chief Financial Officer at Creative Planning Inc. His strategic vision, financial acumen, and leadership skills have been pivotal in supporting the firm's continued growth and success.
