David W. Ford

Experience

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  IDS/American Express (Ameriprise)

  Jan 1982 - Jan 1985

  Financial Planner
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  Integrated Resources Capital Services

  Jan 1985 - Jan 1990

  Regional Vice President
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  Fidelity Investments

  Jan 1990 - Jan 1995

  Regional Vice President
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  Aetna

  Jan 1995 - Jan 2000

  Divisional Sales Manager and Director of Marketing

  Responsible for the creation of the "Smart Solutions" brand and marketing Aetna mutual funds; variable annuities; 401(k) plans; fixed annuities and immediate annuities through all sales channels (bank, independent broker dealer, wire-house, RIA).

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  ATEL Capital Group

  Jan 2000 - Jan 2004

  Executive Vice President, National Sales Manager

  Responsibilities included: the filing and launch of ATEL limited partnership and Private Placement offerings; due diligence; compliance; investor relations; sales material design; territory planning; budgeting and hiring and training internal and external wholesalers.

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  Hines

  Apr 2004 - May 2007

  Divisional Sales Manager, Executive Vice President

  Responsible for building the distribution team for the Hines REIT. Responsibilities included: territory structure; budgeting; compliance; hiring and training the wholesaling team and the procurement and management of selling agreements.

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  W. P. Carey Inc.

  Aug 2007 - Aug 2008

  President, Carey Financial

  Prior to my joining the firm W.P. Carey had an extended period of time out of the market. My task was to re-design and re-launch the business. I was therefore the principal responsible for structuring Carey Financial and the launch of all W.P. Carey Non-Traded REIT's. My responsibilities included: filing; due diligence; compliance; budgeting; hiring and training internal and external wholesalers; the development of all sales materials and the procurement of key selling agreements.

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  Griffin Capital Company, LLC

  Oct 2008 - Mar 2011

  President, Griffin Capital Securities

  At Griffin I developed and launched the firm into what is now a multi-billion dollar Non-Traded REIT complex. I helped design the firm's first Non-Traded REIT and coordinated all filing; compliance; due diligence; budgeting; marketing materials; while hiring and training all internal and external wholesalers and procuring the firm's first 100 selling agreements.

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  Private Consulting Practice

  Jan 2011 - Jan 2022

  Founder

  While the High Net Worth Exchange will formally launch in 2020 in part it began as a private consulting practice. Through private consulting I've helped launch and manage several offerings including mutual funds, Interval Funds, ETFs, Real Estate Private Placements, REITs and Private Equity Funds. In 2012 I conceived, created and launched one of the first real estate interval funds investing with top real estate private equity managers. Since launching my practice, clients have accumulated in excess of $7 Billion is assets. Show less

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  HNW-X

  Jun 2018 - Jan 2022

  Co-Founder and Chief Executive Officer - HNW-X

  HNW-X is an innovative fin-tech platform connecting sophisticated investors and families with choice investment services and solutions. HNW-X provides Club Membership access to customized investment opportunities and services which are often not yet made available to institutions or the public. HNW-X brings together Family Offices, Multi-Family Offices, Registered Investment Advisers, Retained Intermediaries and certain individual investors with companies and investment sponsors offering unique and carefully selected investment opportunities. Opportunities listed on HNW-X include: impact, early stage venture, real estate, private equity, private debt, cannabis & hemp, hedge funds along with key support services. Show less

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  MIT Associates, LLC

  Apr 2019 - now

  President and Chief Executive Officer

  MIT Associates is an investment broker dealer headquartered in Tiburon, CA specializing primarily in assisting early to mid stage investment opportunities. Please contact us to discuss current projects. We offer a diverse range of services including studying and reviewing businesses/clients, their operations, and historical performance so as to enable us to provide informed advice and better assist in attempting to formulate the best strategy to meet working capital and capital resource needs including introducing the companies to potential lenders of funds as well as to potential institutional investors (whether such investment is in the form of debt and/or equity financing or some combination thereof). We can also assist in the formulation of the terms and structure of any reasonable proposed business combination transaction including merger or consolidation, sale of assets, or sale or exchange of stock (a “Business Combination”). In addition we offer assistance in the preparation of press releases and other communications including videos, podcasts, written and electronic materials and social media. Show less