Director of Investments | EverSource Wealth

As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource’s middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.

Daniel has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm’s evidence-based investing philosophy and strategies. Prior to that, Daniel served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.

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Founder | Generosity Path

Bio:

Daryl began his career as a commercial real estate broker in Atlanta, GA. In 1997 he joined the Maclellan Foundation serving on the executive committee and helping to lead its global grant-making strategy. Beginning in 2000, while at Maclellan, Daryl helped to launch several organizations: Generous Giving, Giving Wisely and Global Generosity. The majority of his time now is spent in speaking and encouraging business people in the global financial capitals to be generous. He has worked with families on four continents regarding their philanthropy. He also is actively investing in private equity deals with a particular emphasis on businesses with social impact. Daryl current serves on ten boards in both the for-profit and not-for-profit arenas.

Life:

Some of his favorite pastimes include golfing, fly fishing and barbequing. Daryl holds a BS degree in economics from Westmont College and he and his wife, Cathy, reside in Lookout Mountain, Georgia, USA and have nine children.

 Links:

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Founder | Salt Mine Productive Workspace

Bio:

Dave Edmunds gets really excited about passionate productivity and generous community.

Together with his team, they have founded a revenue producing not-for-profit committed to local economic development that has global impact. At Salt Mine, they are gathering a generous and passionate group of people that can help you achieve your individual business goals. Together, they can help you pay it forward by making investments in coaching and resources for local entrepreneurs and start ups in the developing world

 Links:

• LinkedIn

Founder | Daintree Advisors

Bio:

Dave is Co-Founder and Managing Partner of Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing.

Before founding Daintree in March of 2010, Dave was Regional Managing Director and member of the Investment Committee of Calibre Advisory Services, a 16 billion dollar multi-family office within Wachovia Bank. Prior to Calibre, Dave was the founder and CEO of a multi-family office, Tanager Financial Services, Inc. From its start in 1995 until its sale to Wachovia in 2004, Tanager grew to more than fifty employees and more than 2 billion dollars of assets under advisement. Dave began his career in financial services at Price Waterhouse where he became the lead personal tax and financial planning advisor in their Boston office.

Dave earned a Masters of Management as an Austin Scholar from the Northwestern University J.L. Kellogg Graduate School of Management. Dave received his B.A. from Wesleyan University, where he was Phi Beta Kappa. He is a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ professional.

Life:

Dave and his wife Ellie live in Newton, where they welcome as many visits as possible from their adult sons, Joel and Ian. Dave enjoys cycling, birdwatching, gardening, and charitable interests, including service to Gordon College and Kore Alliance.

 Links:

• LinkedIn

Bio:

David loves working alongside world-class entrepreneurs to create and build enduring, highly-valued, technology-based companies.  During the past 30+ years, he has directly co-managed institutional venture capital funds totaling in excess of $2 Billion.  During his career, he has focused on making direct investments in seed to later stage opportunities in the information technology and health care sectors.

In 2000, David co-founded Diamondhead Ventures, an early stage $140M fund which invested in Cavium (IPO, acquisition by Marvell), Danger Inc. (acquired by Microsoft), Entercept Security Technologies (acquired by McAfee), PassMark (acquired by RSA Security) and UPEK (acquired by Apple/AuthenTec).  David’s prior investments include: Harmonic, Inc. (IPO), TriQuint Semiconductor (IPO), NexGen (IPO), Viewlogic Systems (IPO) and Harbridge Merchant Services (acquired by First Data Corporation).

David was a Managing Director at ONSET Ventures ($1B in assets under management) as well as a senior venture capital investment officer at the Harvard Management Company, which manages Harvard University’s endowment ($8B in assets under management).  Prior to his venture capital career, he worked for IBM selling large enterprise IT systems and Hughes Aircraft as an electrical engineer.

Life:

David is a Deacon at Menlo Church and has been involved in church planting.  He earned a B.S.E.E. degree from the University of Southern California and an M.B.A. from the Harvard Business School. He serves on the University of Southern California Viterbi Engineering School’s Board of Councilors as well as other non-profit boards.

CEO | Foundations for Farming

Bio:

Craig Deall serves as CEO of Foundations for Farming—an initiative aimed at bringing transformation to individuals, communities and nations through faithful and productive use of land.

Foundations for Farming is based in Zimbabwe, where burning and deep soil inversion are common practice on farms causing terrible sheet erosion to occur, which results in loss of seed and water. Craig and the team at Foundations for Farming are working to encourage local farmers to use more productive and sustainable practices, thus improving productivity and sustainability all throughout the region.