David Hultman

Senior Client Executive

David Hultman 

David Hultman has 25 years of experience working in the financial services industry—serving high-net-worth investors, entrepreneurs, business owners and their families, endowments, and foundations.

David has worked as Vice President of Business Development for Davidson Investment Advisors, and was Manager of D.A. Davidson & Co. trading operation on the Pacific Exchange. He was also a Registered Specialist on the Equity floor of the Pacific Exchange.

David is a Certified Investment Management Analyst, a member of the Investment Management Consultants Association, and a Certified Wealth Strategist. He holds Series 7, 63, and 65 Securities Licenses, as well as a California Life and Health insurance license. He earned a BA in Agricultural and Managerial Economics at the University of California, Davis.

As a Senior Client Executive for Family Wealth Advisors, David collaborates with clients on their banking, investments, insurance, retirement and financial planning, business succession, and wealth transfer planning.

He provides holistic advice based on each client's needs and aspirations, and facilitates their access to the vast array of solutions and services offered through Bank of the West and our parent company BNP Paribas.


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