David Ward
COO and operational infrastructure leader in wealth management
Darien, Connecticut
Summary
Operational infrastructure specialist: described as an expert in operational infrastructure with decades of experience, Ward focuses on building scalable systems and workflows to support complex, multi-family-office portfolios. addepar
Co‑founder and executive of a boutique family-office advisory firm: Ward is one of the founding partners of Stone Temple Partners and serves as COO, helping launch the independent advisory firm in 2024 and support its tailored wealth-management services. sec+2
Family-office operations background: prior to Stone Temple, Ward served as COO at qp global family offices (2018–2024) and held COO responsibilities at Akkad Capital, reflecting sustained experience running operational functions for wealth-management and family-office organizations. rocketreach+2
Regulatory and compliance experience in investment firms: Ward served in a senior compliance role at Boston Provident L.P., appearing as the firm’s Chief Compliance Officer on SEC 13F filings, indicating direct involvement with regulatory reporting and compliance oversight. sec+1