R. David Haggard

Senior Investment Advisor

IMG_2354David Haggard is a Senior Investment Advisor for Atlanta Capital Group. He focuses on advising high net worth clients, trusts and foundations with regard to investment management.

Prior to joining Atlanta Capital Group, David served as Senior Consultant for Piedmont Private Equity and focused on tax equity, capital markets, land and natural resources conservation strategies and management advisory services. David began his investment management career with Wachovia Wealth Management, where he successfully managed a book of assets in excess of $400 million for high net worth individuals, trusts and foundations, and was promoted to Senior Vice President.

David resides in Atlanta with his two children. He enjoys time with his family, physical fitness, golf, reading and travel. He has a dedicated interest in Special Olympics and founded the first Special Olympic golf team in the state of Georgia. David attends Buckhead and Browns Bridge Church with his family.

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Professional Affiliations

  • Chartered Financial Analyst (CFA®)

Education

  • Bachelor of Business Administration (degree in Business Information Systems and Quantitative Analysis), Mississippi State University
  • Masters of Business Administration, The Else School of Business, Millsaps College

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