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David Cauble, CFP™

David Cauble, CFP™

Operations Manager

David Cauble, CFP™, is the Operations Manager at R.J. Schrift Private Asset Management. Having had a professional relationship with Ryan since 2007, David joined the firm in May of 2016 as a Financial Advisor - a role he fulfilled until December 2017 when he shifted his focus to operations.

He brings more than 30 years of industry experience that dates back to 1982 when he worked with J.C. Bradford & Company. Through his career he has led the Financial Planning department for E.F. Hutton in Charlotte and served in Morgan Keegan’s Private Client Group.

David is very involved within the community and served as the past President and Chairman of Charlotte’s Financial Planning Association. As a skilled communicator, he founded Network Charlotte - a not-for-profit with over 40,000 LinkedIn members.

David lives in south Charlotte with his wife, Alice.