Dave Daglio
Founder at CTID | Advisor at TwinFocus
“Transparent Decisions is built on the idea that markets are more efficient and outcomes more just when the investment process itself is visible, accountable, and grounded in aligned incentives.”
Recognized Investor & Strategic Advisor
David A. Daglio, Jr. is a recognized investor, public company director, and former chief investment officer with more than 30 years of experience navigating public and private markets. He is the Founder of CTID, a think tank and educational platform committed to improving how capital is allocated.
Current Roles
- Founder of CTID, a think tank and educational platform
- Chief Investment Officer and Global Investment Strategist at TwinFocus
- Chairman of PEX, a high-performance Boston-based gym
- Independent board director for public companies
Mission & Philosophy
CTID is built on the idea that markets are more efficient and outcomes more just when the investment process itself is visible, accountable, and grounded in aligned incentives. David’s investment approach considers three attributes: “price matters most,” “incentives dictate behavior,” and “pounce when the opportunity opens.”
Professional Journey
2023 - Present
CTID & TwinFocus
David currently serves as the Chief Investment Officer and Global Investment Strategist at TwinFocus, a leading multi-family office advising some of the world's most successful entrepreneurial families. He directs macroeconomic strategy, risk frameworks, and private market investments.
In 2023, TwinFocus acquired BC-GUMPS, a tactical investment firm David founded to deliver customized solutions to family offices with complex needs.
2021 - 2023
Chief Executive Officer / Founder at BC-GUMPS
Dave founded BC-GUMPS as a tactical investment firm focused on delivering bespoke capital solutions to ultra-high-net-worth families and family offices. Under his leadership, the firm provided concentrated, strategy-led investments and acted as a thought partner on macroeconomic risk, valuation discipline, and long-term performance design.
2018 - 2020
Mellon
As Chief Investment Officer of Mellon, David oversaw the integration of Mellon Capital, The Boston Company, and Standish into a unified $500 billion asset manager. He chaired Mellon's Global Insight Team, a cross-disciplinary group of more than 150 investors who collaborated across macroeconomic, quantitative, thematic, and fundamental perspectives.
1998 - 2018
The Boston Company
At The Boston Company Asset Management, David built and led the Opportunistic Value Team, launching a suite of successful active strategies ranging from U.S. small-cap and mid-cap to global equities and hedge funds. The team's strategies drove the majority of the firm's profitability, and its AUM grew more than fivefold under his leadership.
Early Career
Deloitte & Dannon
David worked as a strategy consultant at Deloitte, advising large corporations on competitive positioning and financial performance. He began his professional journey as an engineer with The Dannon Company, where he helped design, build, and operate large-scale production facilities on the West Coast.
Awards & Recognition
Forbes Top 20 Investor
Recognized among the industry’s elite investors
Institutional Investor's Best Team
Awarded twice for exceptional team leadership
Five-time Lipper Award Winner
Consistent recognition for fund performance
Callan Associates' Best in Class
Multiple designations for investment excellence
Asian Investor's Manager of the Decade
Awarded twice for long-term performance
Education & Credentials
MBA (NYU Stern), BS Engineering (RPI), CFA® charterholder
Beyond Investing
Outside of investing, David is a coach and parent to three young boys, an avid surfer, and on the hunt for the fountain of youth.
Insights & Thought Leadership
XXV-Decisions Conference
David recently led our inaugural XXV-Decisions conference, convening global investors, CIOs, academics, and asset owners to challenge entrenched thinking and champion more responsible capital deployment.
Conversations That Matter
Dave call’s the bottom on Gold Miners vs. Gold
Dave talks about buying straw hats in the winter and the fallacy that Wall street is on your side.
Dave talks about what we can learn from other investors behaviors
Dave talks about life and what he would have told his 20 year old self
Market Transparency
How transparent decision-making creates more efficient markets and better outcomes for all stakeholders.
Investment Philosophy
Exploring the three key principles: “price matters most,” “incentives dictate behavior,” and “pounce when the opportunity opens.”
Family Office Strategy
Insights on directing macroeconomic strategy, risk frameworks, and private market investments for entrepreneurial families.
Speaking Engagements
A passionate communicator and sought-after public speaker, David frequently presents at industry events and private investment summits.