David Dagessian serves as Director of Operations at Almanack Investment Partners, where he oversees trading operations and key operational initiatives that support the firm’s advisors and clients. Working closely with Almanack’s leadership team, David focuses on optimizing workflows, strengthening operational processes, and ensuring the accurate and efficient execution of trading and account-related activities while maintaining the highest standards of operational excellence and regulatory compliance.
David brings extensive experience in wealth management operations from a large multi-custodial advisory firm, where he supported advisors operating across platforms including Fidelity Investments and Charles Schwab. In that role, he developed deep expertise in multi-custodian trading operations, account administration, operational workflows, and the systems that support growing advisor practices.
At Almanack, David collaborates with advisors, firm leadership, and the Home Office team to enhance operational efficiency, support firm-wide trading initiatives, and help deliver a seamless experience for both advisors and clients. His attention to detail, analytical approach, and commitment to excellence make him a trusted resource throughout the organization.
Outside of the office, David enjoys spending time with his family, relaxing at the beach, surfing, and making memories with his dog, Korra.