David Twibell, J.D.

David is a Managing Director at Transform Wealth. He specializes in the areas of portfolio management and alternative investment strategies, and has been quoted by local and national media outlets such as The Wall Street Journal, CNBC, Forbes, Business Week, and The Denver Business Journal. He received his Juris Doctorate with highest honors from the University of California at Berkeley and graduated magna cum laude from Santa Clara University

Prior to the acquisition with Transform Wealth, he was the Founder of Custom Portfolio Group. David also was the President of Wealth Management and Chief Investment Officer for a large Colorado-based business bank and practiced law with a national law firm where his clients included many privately-held businesses, as well as several Fortune 500 companies.