Profile
Mr. David J.
Jesulaitis, CPA, is a Principal & Client Advisor at Avalon Advisors LLC.
Prior to joining Avalon Advisors in 2005, Mr. Jesulaitis was a tax associate at KPMG where he focused on corporate and individual tax planning issues.
Upon graduation, he joined Verner, Liipfert, Bernhard, McPherson & Hand as an associate in the corporate restructuring and tax group.
He represented clients on both debtor and creditor issues and was involved in several prominent corporate restructurings during the 1990s.
In 1998, he returned to KPMG and from 1998 to 2005, he was responsible for leading tax planning initiatives for Fortune 1000 clients, middle market corporations and high net worth individuals.
He became a partner in 2003 and subsequently held various leadership positions in the Houston office.
Mr. Jesulaitis attended the University of Houston Law Center, where he graduated cum laude with his Juris Doctor and was a member of the Houston Law Review.
Former positions of David John Jesulaitis
| Companies | Position | End |
|---|---|---|
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | 31/12/2004 |
| Verner, Liipfert, Bernhard, Mcpherson & Hand | Corporate Officer/Principal | 31/12/1997 |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | 01/01/1992 |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Corporate Officer/Principal | - |
Training of David John Jesulaitis
| The University of Texas at Austin | Undergraduate Degree |
| University of Houston | Graduate Degree |
Experiences
Positions held
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
| Verner, Liipfert, Bernhard, Mcpherson & Hand |
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