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David Sarns has 25 years experience in leading global organizations in the investment and securities field. He spent 12 years at SG Cowen Securities Corporation as a Senior Portfolio Director and eventually served as both the Chief Administrative Officer and Director of Strategic Development. Previously David was Chief Operating Officer and Managing Director at Rockefeller & Co., Inc.

He took a lead role in the implementation and transition of the company from a family office structure to a commercial enterprise offering a broad range of wealth and investment management services. He currently manages 360 Advisors, LLC, an advisory firm offering investment and management services to SI Company, a family partnership. He also consults with independent companies and money management advisors. David holds BA degree from Michigan State University and an MBA from the University of Michigan.