The Firm
About Verde Advisors
Led by a former Chief Risk Officer with $2.8B in institutional oversight, Verde Advisors delivers the expertise of a large firm with the attentiveness of a boutique practice.
Founder & Principal Advisor
David E. Slattery Jr., MS
Phoenix, AZ
David E. Slattery Jr. is the Founder and Principal Advisor of Verde Advisors LLC. He brings over two decades of institutional investment experience spanning risk management, alternative investments, and ESG integration.
As former Chief Risk Officer of Castellar Partners LLC — a $2.8 billion global hedge fund platform — David managed enterprise-wide risk across multi-strategy portfolios, navigating through market crises including the COVID-19 volatility event of March 2020.
Career Highlights
Professional Experience
Founder & Principal Advisor
Verde Advisors LLC
Independent ESG and risk advisory firm
Chief Risk Officer
Castellar Partners LLC
$2.8B global hedge fund platform
Managing Director
DESCO Arizona
Institutional investment management
Senior Analyst
Aquila Associates
Investment analysis and due diligence
Founder
Fieldcrest Capital
Alternative investment firm
Education
Academic Credentials
MS Sustainability Management
Columbia University
BBA Finance
Southern Methodist University
The Name
Verde — green in Spanish — carries a dual meaning.
It reflects our commitment to sustainability and ESG integration — the "green" imperative reshaping institutional investment. And it represents the pursuit of returns — the "green" that our clients ultimately seek. Verde Advisors bridges both: delivering institutional-grade sustainability expertise in service of superior risk-adjusted performance.