David Beach joined the team as an Advisor to Gordian’s Family Office Advisory and High Net Worth Practice in 2020. Mr. Beach began his career in New Orleans in 1997 working closely with private investors in managing public and private investment portfolios before “Family Office” was a common term. In 2005, he joined a boutique investment bank based in New York, as a Managing Director of Investments to work with many of these same investors. In 2007, Mr. Beach launched the New York office for Emerson Equity as Executive Vice President where he structured private energy investment transactions with family office investors.
In 2010, Mr. Beach led a reverse merger that became BCM Energy Partners, Inc. in partnership with family office investors. Mr. Beach then led an energy merchant banking effort at a boutique investment bank in Manhattan before launching Crestmont Investments as a placement agent and sponsor for private energy investments with family offices and select private investors.
Mr. Beach studied economics and business administration at Regis University.