Who We Are

Dave is the founder and Senior Advisor of Patriot Capital Group (PCG). PCG was founded with the belief that individuals deserve access to independent financial advice and customized planning services. 

Dave spent the first 10 years of his career working at two prominent investment firms in his hometown of Boston, MA: State Street Global Advisors and MFS Investment Management. In 2012, Dave was promoted to lead the MFS Investment Specialist Group, a team of 12 investment professionals based in the firm’s Atlanta, GA office. In this role, Dave and his team raised assets in MFS investment products and advised Pension and 401k plan consultants. 

During the formative years of his career, he witnessed the devastating effects of the 2008 Financial Crisis when millions of Americans lost their jobs, homes, and retirement savings. Dave learned advisors at the big national brokage firms do not provide true custom advice. In fact, these advisors are encouraged to recommend cookie-cutter investments administered in pay-to-play arrangements emphasizing commissions and fees over their client’s true needs.

After a decade of witnessing the “one size fits all” business model, Dave founded PCG as an investment platform designed to be fully independent and truly client centered. Every solution PCG offers to a prospective client is rooted in the firm’s philosophy of research and collaboration while providing each client with individualized plans tailored to their specific needs. 

Dave graduated from St. Lawrence University in 2006 with a B.A. in Economics and received his MBA from Emory University’s Goizueta Business School. Dave has obtained credentials as Chartered Retirement Planning Counselor (CRPC) and Chartered Financial Consultant (ChFC). Dave has previously passed the FINRA SIE, Series 6, 7, and 63 exams, and currently holds the Series 65 and insurance licenses in over a dozen states.

Dave resides in Brookhaven, GA with his wife Taylor. Together they have two young sons that keep them busy. Dave’s outside interests include Christian missionary work through Edify including travels to Latin America. Dave enjoys traveling, skiing, golf, pickleball, and squash.

Zach Williams is a seasoned professional with a diverse background in financial planning, revenue optimization, operations, and strategic management. He has a strong track record of managing large P&Ls, conducting economic analyses, and forecasting market trends across various industries. Zach’s deep understanding of financial markets and economic principles has allowed him to deliver innovative solutions and maximize profitability.

His broad experience has equipped him with a deep understanding of market dynamics and financial strategies, enabling him to drive growth and improve operational efficiency in challenging environments. This diverse background has been instrumental in his ability to navigate the financial landscape and deliver value to those he advises.

As a financial advisor, Zach brings a personal and empathetic approach to wealth management, dedicated to building long-term relationships. He focuses on offering tailored financial guidance that strives for the financial well-being and success his clients.

Zach graduated from Georgia College with a Bachelor of Science in Biology. He resides in Atlanta with his wife, Maddy. Outside of work, Zach enjoys playing golf, pickleball, exploring new cities, and watching Braves baseball.