228 Canal Boulevard
Ponte Vedra Beach,
Chief Investment Officer, Foundations Investment Advisors
Chief Investment Officer David Young has provided investment strategy, portfolio management, and asset allocation for many of the largest and most sophisticated institutional and private investors across the globe. During his 26 years of investment experience, he served as the executive vice president of Pacific Investment Management Company (PIMCO) for fourteen years, retiring in 2008 to pursue teaching opportunities at the Paul Merage School of Business in Irvine, California. As a professor, he currently teaches finance and investment courses there and at the Financial Times Knowledge Programs in the UK, along with CFA exam preparation courses sponsored by CFA societies in California and abroad. From 1999 to 2006, David also served as head of the PIMCO account management group in London, where he built a team of investment professionals managing approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa.
David holds the chartered financial analyst (CFA) designation from the CFA Institute, considered by many to be the most difficult test on Wall Street. He also earned an MBA with a concentration in finance from the Paul Merage School of Business, with degrees in economics and political science from the University of California, Irvine. He sits on several non-profit investment committees and boards, including the county-organized health system, CalOptima, serving residents of Orange County, California.
Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
Darren has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. He has provided multiple investment solutions to clients utilizing his extensive knowledge of the public and private global markets. Darren has created growth-oriented equity portfolios, fundamental tactical asset allocation models, passive asset allocation models, and developed quantitative strategy solutions for clients. Throughout his career, Darren had held a variety of senior positions including Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Senior Analyst, Senior Trader, and Financial Advisor.
Darren received his BS in Finance from DePaul University and an MS in Financial Markets and Trading from the Illinois Institute of Technology. Darren is a CFA charter holder and is a member of the CFA Society of San Francisco. He has also been a member of both the San Francisco and Chicago Security Traders Associations.
Outside of work, Darren enjoys spending time with his two sons, Cole and Declan. He is an avid Thoroughbred racing fan. His other interests include art, golf, travel, and cooking.
Head of Portfolio Management, Foundations Investment Advisors
Peter Van de Zilver is a chartered financial analyst (CFA) certified by the CFA Institute and serves as head of portfolio management at Foundations Investment Advisors. With over 20 years of investment management experience, he served 18 years at Pacific Investment Management Company (PIMCO) from 1992 to 2010, where he started as a financial engineer and retired from a senior position in portfolio analytics to pursue the development of quantitative trading algorithms. At PIMCO he was responsible for the architecture, development, and implementation of many of their analytics and risk management systems.
In addition to achieving the highest distinction in the investment management profession, Peter holds degrees in physics, mathematics, and economics from the Universities of Utrecht and Amsterdam, as well as an MA degree in economics from the University of Southern California, Los Angeles.
“The Medicare Guy”
Bill has been in the insurance business for over 52 years. He specializes in Medicare Planning, and is continuously learning new products and new ways to help his clients succeed in planning their financial future. When Bill is not meeting with clients or running the company, he can be found playing golf, spending time with his family and friends, or attending various Jacksonville events.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.