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David Wells

David Wells

Chief Portfolio Strategist at Angel Oak Capital Advisors, LLC

Atlanta, GA , United States

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

OrganizationRoleDate RangeDetails
Angel Oak Capital Advisors, LLCChief Portfolio StrategistDec 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

New Business Development
Investments
Start Ups
Private Equity
Investment Banking
Product Lifecycle Management
Business Strategy
Business Development
Business Planning
Mergers and Acquisitions

Others at Angel Oak Capital Advisors, LLC (13)

NameRoleLocation
Adrian Pereira
Adrian Pereira
Portfolio AnalystAtlanta, GA , United States
J
James Hentges
Senior Portfolio ManagerKirkland, WA , United States
P
Penelope Young
Portfolio AnalystAtlanta, GA , United States
Ricky Schwartz
Ricky Schwartz
Portfolio ManagerNew York, NY , United States
Siddarth Ramkumar
Siddarth Ramkumar
Portfolio ManagerNew York, NY , United States
B
Berkin Kologlu
Portfolio ManagerNew York, NY , United States
Blake Fierman
Blake Fierman
Portfolio AnalystAtlanta, GA , United States
C
Cheryl Pate
Senior Portfolio ManagerAtlanta, GA , United States
Dishant Patel
Dishant Patel
Senior Portfolio Analyst | Corps Trader (Financials Sub-Debt)Atlanta, GA , United States
N
Nichole Hammond
Senior Portfolio ManagerMercer Island, WA , United States
Showing 1-10 of 13 team members