Years of experience: 30 years
David Karp
Financial Advisor
What to know about David Karp
David Karp is a Co-Founder and Senior Managing Director at Cresset, a multi-family office and private wealth management firm with over $65B assets under management.* Cresset serves the unique advisory needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families.
What services does David Karp?
This information is not available
personal BackgroundDavid Karp
David is a 2025 Barron’s Top Advisor State-by-State and a 2024 Barron’s Top 100 Independent Advisor ranked #2 in the US and #1 in Virginia, and is also a 2025 Forbes Best-in-State Wealth Advisor ranked #3 in N. Virginia. David has more than 25 years experience providing sound financial investment and wealth strategies. He is the primary point of contact for family office clients whom he has successfully advised through portfolio creation, implementation, due diligence and ongoing management. David also provides business owners with private and direct investment diligence, negotiation and structuring.
More to know about David Karp
David previously worked through HighTower Advisors and spent 15 years with Merrill Lynch, where he was part of the Washington, D.C. Private Banking & Investment Group. David’s prior tenure also includes time with Morgan Stanley as a private portfolio manager, Jeffries & Company as an investment banking associate and Oppenheimer & Company as an equities research analyst.A recipient of The Abby Joel Butler Scholarship at American University, David attended the Kogod School of Business. He is a member of the Washington D.C. Chapter of Young Presidents' Organization (YPO). In 2014, David was recognized as a fiduciary and quoted in Tony Robbins’ best-selling book, MONEY Master the Game: 7 Simple Steps to Financial Freedom, on the importance of the fiduciary standard in financial advisor/client relationships.
