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About

David Baines is the CEO, Founder, and Chief Investment Officer of Pantile Investments, which he founded in 2021. He holds a PhD in Computer Science from the University of Colorado Boulder, a Doctorate in Finance from Washington University in St. Louis, and an MBA in Finance from Boston University.

I started Pantile Investments because I saw a gap in the wealth management industry. Most firms treat technology—and the client experience in general—as an afterthought: a clunky portal tacked onto an outdated advisory model. I believed that technology-forward professionals deserved an advisor who speaks their language and builds tools they actually want to use, with the ultimate goal of fully understanding their wealth and the strategies to grow and protect it.

Before founding Pantile, I spent over a decade building products in finance as well as creating and managing quantitative investment strategies for large institutional investors. That experience taught me that institutional-grade portfolio construction shouldn't be reserved for endowments and pension funds. It should be available to individuals who are serious about their financial future.

At Pantile, we combine rigorous quantitative methods with genuine human relationships. Our platform gives clients transparency, control, and AI-powered insights, while our team provides the expertise and fiduciary commitment they deserve. Every decision we make for our clients is grounded in evidence and experience, not salesmanship.

Areas of Expertise

Quantitative Portfolio ManagementTax-Optimized PlanningPortfolio OptimizationInstitutional Investment Strategies

Education & Credentials

PhD in Computer Science, University of Colorado Boulder

Doctorate in Finance, Washington University in St. Louis

MBA in Finance, Boston University

Series 65 Licensed Investment Advisor

Career History

  1. CEO, Founder & Chief Investment Officer

    Pantile Investments

    2011 – Present

    Current
  2. Leader, Corporate Finance

    Verizon

    Prior to 2021

About Pantile Investments

Pantile Investments is a fee-only fiduciary wealth management firm dedicated to guiding individuals and families through retirement and long-term financial planning. The firm emphasises trust, transparency, and tailored financial strategies built around each client's unique goals.

Visit pantileinvestments.com

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