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David J. Marshall

PRESIDENT

David Marshall has more than 40 years of experience in benefit consulting, tax, asset management and structured products. He is Principal and Co-Founder of Atlas Financial Partners, which administers hedges for $12+ billion of deferred compensation plan liabilities for large corporations in multiple industries.

 

Prior to founding Atlas, Mr. Marshall was a Managing Director at Goldman Sachs, where he designed and implemented the firm’s nonqualified deferred compensation program and created and led the Investment Management Division’s Structured Products and Financial Institutions Groups.

 

Previously, he also founded and managed the nonqualified tax deferred compensation practices at Price Waterhouse and Smith Barney.

 

Mr. Marshall graduated with a BA in Economics and History from Wabash College and an MS in Systems Management from the University of Southern California.

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Atlas Financial Partners and its associates do not give legal, accounting, tax, or investment advice. Please consult with your own advisers. Atlas is not an third party control person under CFTC Regulation 23.402(c); a designated evaluation agent under CFTC Regulation 23.434(b) nor a qualified independent representative under CFTC Regulation 23.450(b). Atlas is a third party administrator performing purely administrative functions with respect to the management of the transactions discussed herein. Atlas is not a swap advisor or a swap dealer and will not provide recommendations or advice on swap strategies. Please consult your own advisors.

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