David Vicini

Founder & CEO

David Vicini is the founder of HearthBook, bringing more than 20 years of experience across finance, operations, investment banking, wealth management, mortgage lending, real estate, and technology. Much of his career has involved making complex information easier to understand, building systems around it, and working in highly regulated environments.

David also operates a fiduciary business and is a National Certified Guardian. His professional training spans integrated wealth planning, asset management, trust administration, fiduciary risk and compliance, and fiduciary principles and ethics.   He also holds securities (inactive), mortgage, and real estate credentials across multiple disciplines. David also served 10 years honorably with the US Army and Army Reserve.

He created HearthBook around a simple idea: the important information in our lives should be easier to organize, understand, use, and make available to the right people when it matters.

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