About
David Tobin serves as an Analyst at Next Capital Management LLC in San Francisco, CA, where he provides broad support to the firm’s advisors and clients, assisting with investment research, client service, and portfolio management activities. His work focuses primarily on multi-asset investment strategies, wealth planning, and the evaluation of public and private market opportunities, with particular attention to equity, fixed income, and alternative investments.
Prior to joining Next Capital Management as an Analyst in June 2025, David gained relevant industry experience in private equity analysis with Sequoia Legacy, where he focused on due diligence and industry research, and as a Client Relations Intern at Next Capital Management LLC, supporting client communication and operational tasks. His background spans multiple asset classes, with experience in both buy-side analysis and client-facing roles within investment management firms.
David holds a Finance degree from the Carroll School of Management at Boston College and is also a graduate of Convent & Stuart Hall. His educational credentials, combined with hands-on analytical roles, have enabled him to contribute valuable insights into portfolio strategy and investment selection. David is recognized for his diligence, collaborative approach, and growing expertise in multi-asset investing and client service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Next Capital Management LLC | Analyst | Jun 2025 to Present | — |
| Next Capital Management LLC | Client Relations Intern | Jun 2024 to Aug 2024 | • Responsible for building spreadsheets for more than $5 million in client trades across numerous products, briefing the COO, and verifying trade completions • Reviewed multiple client private asset s... |
| Sequoia Legacy | Private Equity Analyst | Jan 2024 to May 2024 | • Worked with the fund founder to discover and research niche industries towards a goal of continuous profitability and significant EBITDA • Negotiated directly with brokers and business founders on a... |
| Campi, Inc. | Director of Fitness and Wellness | May 2023 to Sep 2023 | • Led team of student employees to ensure optimal client usage of functionality related to personal wellbeing and mental health • Created ads and mobilized campus activities to promote the launch of t... |
| Navian | Intern | Jun 2023 to Jul 2023 | • Authored multiple research memos on the United States real estate market, family offices, and industry competitors • Coordinated with the CIO and CFO to synthesize cash flow projections and streamli... |
| Active Care Physical Therapy and Sports Medicine Fitness Center | Employee | May 2022 to Aug 2022 | • Facilitate the centralization and digitalization of new patient data into an easily accessible system • Conducted office maintenance and physical therapy techniques, including but not limited to, op... |
Education
Boston College Carroll School of Management
Carroll School of Management, Finance
2021 — 2025
Convent & Stuart Hall
2017 — 2021
Others at Next Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
R Ross Levin | Partner | New York, NY , United States |
 | Chief Investment Officer | West Windsor Township, NJ , United States |
 | Analyst | New York, NY , United States |