David Tao

Chief Distribution Officer,
Asian Markets
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The Role
David is responsible for building and executing a training and development platform specifically for advisors working in the firm’s Asian markets. His work extends to both experienced and new advisors as we continue to integrate our Asian-market presence and create a consistent, unified experience for our clients.


The Story
David joins Charter Oak with deep wholesaling experience. He was most recently a Regional Vice President with AIG, working closely with firms spanning both coasts. Prior to that tenure, David spent 10 years with MetLife as a Regional Sales VP supporting national Asian markets. David’s dedication to his work has earned him recognition across his career, most notably with MetLife’s top recognition award.

David is a New York native who currently lives in New Jersey with his family.