2019 Fall Conference Speaker

David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. David is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial services products geared toward the RIA and fee-based advisor channel. In addition to his role with DPL, David serves on the Advisory Board for inStream Solutions. Prior to founding DPL, David was Chief Operating Officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for Registered Investment Advisors and fee-based advisors at broker dealers. Prior to joining Jefferson National, David was principal and co-founder of The Oysterhouse Group, LLC, a management consulting firm focused on retail delivery of financial services products where his expertise was creating “go-to-market” strategies for key strategic initiatives. His firm’s list of internationally recognized clients included Shinsei Bank, Merrill Lynch and Ace Insurance Group. Preceding the establishment of The Oysterhouse Group, David served as Chief Marketing Officer of E*Trade Bank, as well as at its predecessor TeleBank.

In his leisure time, David enjoys spending time with his family, playing golf and cooking. Additionally, David is a diehard Boston Red Sox fan and an avid Duke basketball fan.