About
David Wells is the Chief Portfolio Strategist and a Managing Director at Angel Oak Capital Advisors, LLC, based in Atlanta, GA. In this role, he acts as a bridge between portfolio managers, the U.S. wealth distribution team, and clients, driving firm-wide product and portfolio strategy while fueling thought leadership for the organization. He is responsible for the firm’s growth efforts across key distribution channels, notably within wirehouses and broker-dealers in the Northeast region.
David specializes in structured credit, fixed income, mortgage-backed securities (MBS), commercial mortgage-backed securities (CMBS), and asset-backed securities, overseeing strategies that deliver investment solutions in these sectors. His background also includes experience as a Senior Bond Trader and extensive work in business development, reinforcing his cross-functional expertise within Angel Oak since its inception.
Before joining Angel Oak, David worked at SunTrust, where he managed a $3 billion CMBS portfolio, a $10 billion agency mortgage pass-through position, and a commercial mortgage loan warehouse valued at $500 million. He holds a B.B.A. in Finance from the University of Georgia and an M.B.A. from Mercer University, highlighting his strong foundation in finance and applied investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Angel Oak Capital Advisors, LLC | Chief Portfolio Strategist | Dec 2008 to Present | — |
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance, General
1995 — 1999
Mercer University
Master of Business Administration (M.B.A.), Finance, General
Skills & Expertise
Others at Angel Oak Capital Advisors, LLC (13)
| Name | Role | Location |
|---|---|---|
| Portfolio Analyst | Atlanta, GA , United States | |
J James Hentges | Senior Portfolio Manager | Kirkland, WA , United States |
P Penelope Young | Portfolio Analyst | Atlanta, GA , United States |
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
B Berkin Kologlu | Portfolio Manager | New York, NY , United States |
| Portfolio Analyst | Atlanta, GA , United States | |
C Cheryl Pate | Senior Portfolio Manager | Atlanta, GA , United States |
| Senior Portfolio Analyst | Corps Trader (Financials Sub-Debt) | Atlanta, GA , United States | |
N Nichole Hammond | Senior Portfolio Manager | Mercer Island, WA , United States |