David S. Hauptman, ASA

Managing Director of Executive Benefits

David joined Pinnacle in 2013 as a partner to lead Pinnacle’s Executive Benefits Practice. In light of higher tax rates, historically low interest rates and longer life expectancies, David is engaged in helping companies cost-effectively attract, retain and reward key talent with compensation strategies that build retirement savings and security for top executives. David leads the Pinnacle team in helping companies evaluate, implement and oversee their COLI, ICOLI and BOLI programs. The financial impact of these programs have a significant impact on a company’s “bottom line” and as such require expertise, diligence and ongoing oversight.

David brings over 25 years of executive benefits experience to Pinnacle, including a passion to educate clients fully about nonqualified deferred compensation. His expertise in COLI, ICOLI and BOLI ensures programs are delivered with a high degree of communication, strong program engagement and robust plan participation. David’s track record demonstrates a commitment to the long-term relationship. David remains engaged with clients for the life of their programs, which in many cases translates into an entire career.

Before joining Pinnacle, David spent over 20 years with MullinTBG helping some of the country’s most successful public and private companies construct, implement and oversee their executive benefits programs. Prior to MullinTBG, David was an actuary with Milliman, where he worked with clients on life and health actuarial initiatives.

David is a frequent speaker and author on the subject of nonqualified benefits strategies, including presentations for the National Association of Professional Financial Advisors (NAPFA), the Society of Actuaries, the New York Treasurers’ Group, Financial Executives International, Construction Financial Management Association (CFMA), M Financial Group and the Benefits Management Forum and Expo. He has been featured in numerous publications including Businessweek Online, Compensation and Benefits Management, Financial Executive and The Journal of Compensation and Benefits.

David holds B.A. degrees in both Mathematics and Economics from Boston University. He is an Associate of the Society of Actuaries (ASA) and a Registered Representative of M Holdings Securities Inc.

David lives in Chappaqua, New York with his wife Carolyn, daughters Lindsay and Amanda, and dogs Emma T. Dog and Alvin. David enjoys playing basketball, soccer and skiing, and refereeing soccer. Along with Emma T. Dog and Alvin, David does canine therapy at a local nursing home each week.