A team approach
Our people collaborate to deliver highly personalized service to you.
Wealth Advisor
Wealth Advisor
David M. Spungen
Partner and Wealth Advisor
Call: 212.661.9728
Email: dspungen@regentatlantic.com
David is responsible for all aspects of the client relationship. With more than 25 years as an advisor, he has extensive experience in providing independent, objective advice to successful entrepreneurs and their families. David is a former chef, is passionate about food & beverage, and has developed an expertise in the industry, working with restauranteurs, CPG and food tech entrepreneurs and others in the space. He has also founded a network community for women in the food & beverage industry.
As founder of Hillview Capital Advisors, David previously served as the firm’s CEO and was instrumental in the combining of the firm with RegentAtlantic in 2019. Prior to this, David was the founder of the Capital Management Division of CMS Companies in 1989, where he also served as a principal from 1995–1999. He was previously an Associate with Ryan, Beck & Company. He served as a Director of M Funds, Inc., M Financial Investment Advisors, and Hirtle Callaghan Trust. He is currently a Member of the Board and is Co-Chairman of the Outreach Committee at The Child Center of NY. David is a Member of the Society of Fellow of The Culinary Institute of America and he serves on the Advisory Boards of Blanket and RealEats.
David holds a B.A. from the University of Pennsylvania. He and his family live in Brooklyn, and are engaged with a wide range of community organizations involved in childhood education and theater.