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David Snider

Founder & CEO of Harness Wealth

David Snider is the Founder and CEO of Harness Wealth, a technology-driven company that provides financial guidance to individuals with complex financial situations, such as equity builders and business owners. Under his leadership, Harness Wealth aims to simplify access to financial advice, helping clients navigate challenges related to equity stock options, business ownership, and tax complexities.14

Professional Background

Before founding Harness Wealth in April 2018, Snider held several significant roles in the finance and technology sectors:

  • CFO and COO at Compass: Snider played a crucial role in scaling Compass from its early days to a company generating over $350 million in revenue. He oversaw various corporate functions and was instrumental in expanding the company's operations across the United States.34

  • Executive in Residence at Bain Capital Ventures: Here, he focused on identifying emerging trends in real estate and financial technology, contributing to investment strategies and portfolio management.3

  • Investor at Bain Capital: Snider was involved in high-profile transactions, including the IPO of Sensata Technologies, and worked on significant acquisitions during his tenure.23

Education

David Snider graduated magna cum laude from Duke University with a degree in Public Policy Studies and later earned an MBA from Harvard Business School. His academic background laid a strong foundation for his career in finance and entrepreneurship.34

Contributions and Insights

Snider is also an author, having written "Money Makers: Inside the New World of Finance and Business," which explores various sectors of finance through interviews with industry leaders.34 He frequently shares insights on financial planning and the evolving landscape of wealth management, emphasizing the need for tailored advice in today's complex financial environment.12

Related Questions

What inspired David Snider to start Harness Wealth?
How did David Snider's experience at Bain Capital Ventures influence his approach at Harness Wealth?
What are the key features of Harness Wealth's technology platform?
How has Harness Wealth impacted the financial advisory industry?
What are David Snider's future plans for Harness Wealth?
David Snider
David Snider, photo 1
David Snider, photo 2
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Experience

Founder & CEO at Harness Wealth (April 2018 - Present)
Executive In Residence at Bain Capital Ventures (September 2017 - August 2018); Chief Operating Officer/Chief Financial Officer at Compass (September 2013 - September 2017); Associate at Bain Capital (September 2009 - August 2011)

Education

MBA from Harvard Business School; A.B. in Public Policy Studies from Duke University, magna cum laude; Attended Milton Academy

Location

New York, New York, United States