David Venegas

Senior Vice President, Client Development

Scottsdale, AZ
David Venegas

Client Development

David Venegas is a Senior Vice President of Client Development at The Colony Group and brings over 32 years of invaluable experience in the financial industry, spanning retail, trading, and institutional sectors. Highlighted with 13 years dedicated to Charles Schwab, David honed his expertise in client education and fostering collaborative relationships to meet clients’ diverse needs effectively.

Throughout his career, David has been passionate about empowering clients with the knowledge and tools necessary to navigate the complexities of wealth management. His client-centric approach prioritizes collaboration, with the goal of ensuring that each individual’s unique goals and aspirations are carefully considered in crafting tailored solutions. 

Beyond his professional endeavors, David finds joy in various activities outside of work. An avid hockey player, he thrives on the camaraderie and competitive spirit of the game. He also finds rejuvenation in traveling, exploring new cultures and experiences around the globe. Committed to maintaining a healthy lifestyle, David frequents the gym, where he finds both physical and mental well-being. Above all, he treasures quality time spent with family, cherishing every moment shared with loved ones. 

David’s multifaceted background, coupled with his dedication to client-centric service and personal interests, makes him a well-rounded and trusted advisor in the financial industry.