Reshape Wealth was founded on the principle that people have the right to be wealthy. We’ve taken the wealth management philosophy of the world’s most successful investors – how we manage our own money – and adapted it for each client’s financial plan.
David Kranz is the founder and CEO of Reshape Wealth. Prior to forming Reshape, David was Vice President and Senior Financial Advisor at Merrill Lynch, managing wealth for private clients at the largest financial institutions in New York City for ten years. With an entrepreneur’s mindset, David launched Gatorfood.com from his bedroom at 19 years old. Gatorfood.com was an early online-to-offline restaurant delivery company, one of the first in the world to leverage cloud based technology to meet the intense demands of hungry customers throughout the city. While operating Gatorfood, David simultaneously founded his second company, Welcome Magazine, a tourist-oriented publication where he negotiated exclusive distribution rights in both local and national hotel chains. David sold the publication at 26, then, two years later, successfully sold Gatorfood.com whose platform continues to grow and be an industry leader today. After selling two businesses, David was disappointed by the experts he hired to manage his wealth and frustrated by the investment strategies that continually underperformed. Driven by the goal of creating a better way to manage wealth and make money off of his years of hard work, David earned an MBA in Corporate Finance and business strategy from NYU Stern, and earned his Certified Financial Planner certification. After nearly a decade of advising clients at the highest levels and frustrated by the opportunities he saw that he felt would never be adopted David created Reshape as a fee-based independent firm to limit the restrictions placed on his private clients and manage money more dynamically and thoughtfully than before.
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Link: David Kranz
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