Promontory Interfinancial Network is now IntraFi Network. New name, same great company.

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David Cox

Senior Vice President, Financial Planning

David Cox

David Cox is Senior Vice President, Financial Planning. He previously was a Managing Director in Evercore’s Corporate Advisory Group. He provided strategic direction and oversight over numerous M&A projects. Prior to Evercore, Dave worked at J.P. Morgan Chase & Co. in its Global Mergers and Acquisitions group.

Mr. Cox earned a BS in Economics at The Wharton School.