David McClellan

Advisor

David McClellan brings significant expertise around go to market strategies in the broker-dealer and financial advisor industry. He is an independent financial advisor with Forum Financial Management, LP. He has 25 years of experience, mainly in financial services and fin tech. He was responsible for business strategy and execution at Albridge, an affiliate of Pershing, where he also served on the executive committees of Albridge and Pershing’s Managed Investments businesses. He was general manager of the financial services vertical at Proofspace, an early-stage information security and data authenticity software firm. He spent six years with Morningstar in a variety of institutional sales, product and business development roles. Acting as an entrepreneur-in-residence, he launched software solutions for advisors related to retirement income planning and mutual fund suitability. He has held leadership roles with several early-stage financial services companies and acts as a mentor at 1871, a Chicago incubator.