David L. McConico has a depth and breadth of knowledge and experience in strategic planning, accounting, finance and investment management. David is Senior Managing Director for Watts Global, LLC, a boutique investment banking firm. He is a Registered Representative with First Florida Securities, Inc., a securities broker dealer.
David has served as a trustee for City of Aurora’s General Employees Retirement Plan since 1994 and is actively involved in the investment decision making process for this defined benefit public pension plan with assets in excess of $400 million.
He has been an invited speaker at many investment conferences in the United States on subjects including emerging managers, emerging markets, real estate, private equity and commercial litigation financing.
David’s experience as a former Certified Public Accountant and Certified Financial Planner add to his insights and knowledge base.
He is the founder and chairman of the Financial Education and Economic Transformation Center, a 501(c) (3) nonprofit organization providing economic empowerment opportunities to youth in underserved communities since 2002.
David has served since 2013 as a board member for the Heartland Institute of Financial Education, a 501 (c) (3) nonprofit organization empowering organizations and their people through financial education and families through career and college planning.
David’s previous experience includes over 20 years as the founder and president of McConico
Investment Management Corporation (MIMC), an asset development firm specializing in asset management and business management consulting services.
He spent four years with the Internal Revenue Service as a revenue agent gaining experience as a Certified Public Accountant (CPA) and obtaining exposure to income taxes and value creation for partnerships and business ventures.
Additional experience gained includes as an accountant with the Security Assistance
Accounting Center (Department of Defense Agency).
David holds a BS degree in Accounting and an MBA in Finance both from the University of Colorado at Denver. He also holds a Master’s of Divinity from Iliff School of Theology.
David maintains his Series 82 and 63 securities licenses.