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David E Hackney

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David E. Hackney, MBA, CPA, CFA
Managing Director – Sr. Wealth Manager

Since 2004, David has been the Managing Director-Sr. Wealth Manager of Sumnicht & Associates, LLC, providing investment advice to high net worth clients assisting with their asset allocation, financial planning, trust management and business consulting for entrepreneurial clients in regards to their business assets. He serves on the Investment Committee for Sumnicht & Associates, LLC and for iSectors®, LLC and is on the Board of Directors for iSectors®, LLC.

Prior to joining Sumnicht & Associates, LLC, David had a twenty-year career at PricewaterhouseCoopers in Los Angeles; Prague, The Czech Republic; Warsaw, Poland and Birmingham, England. His most senior position was Partner and Head of Corporate Finance/Investment Banking in Warsaw, Poland.

He earned his MBA in International Finance from The Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) charter holder.

David is honored to be on the Board of Directors of Goodwill Industries of North Central Wisconsin, Inc. and serves as board treasurer.



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Sumnicht & Associates, LLC
W6240 Communication Court, Suite 1
Appleton, WI 54914-8549
Phone: 920-731-4455
Fax: 920-731-9679
Email:
clientservices@sumnicht.com

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