About Us.
Scriptures That Inspire Us
Proverbs 3:9–10
Honor the Lord with your wealth, with the firstfruits of all your crops; then your barns will be filled to overflowing, and your vats will brim over with new wine.
Matthew 6:19–21
Do not store up for yourselves treasures on earth, where moths and vermin destroy, and where thieves break in and steal. But store up for yourselves treasures in heaven, where moths and vermin do not destroy, and where thieves do not break in and steal. For where your treasure is, there your heart will be also.
1 Timothy 6:18
Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way, they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.
Our Commitment to Faith-Specific Solutions
At Bountiful Financial, we believe faith-based investing must be built on a foundation of deep respect for the distinct beliefs, teachings, and cultural heritage of each faith community we serve. Accordingly, we are committed to creating investment solutions that are rooted in religious teachings and the lived experience of adherents.
To uphold this commitment, we follow three core principles:
1. Authentic Representation
Our investment frameworks, datasets, and indices are designed to reflect each faith tradition’s doctrinal values, moral priorities, and cultural context. We collaborate with theologians, scholars, and faith-aligned practitioners to build investment solutions that are financially rigorous and spiritually authentic.
2. Community-Governed Integrity
Faith communities deserve an active and ongoing voice in the financial solutions built to serve them. That’s why we convene faith-specific advisory councils every six months to guide the design, oversight, and refinement of our investment frameworks, datasets, and indices—ensuring ongoing accountability and alignment with evolving teachings and concerns.
3. Active Presence in Faith Life
We don’t just build investment solutions for faith communities—we strive to walk alongside them. From sponsoring events at conferences and publishing thought leadership, to supporting charitable initiatives and engaging in meaningful dialogue, we aim to be trusted partners and active participants in the faith communities we serve.
At Bountiful, faith isn’t just an investment sector we cover; it’s the sole focus of our company. We will always seek to honor the sacred distinctions of each tradition and empower faith-aligned investors to live out their convictions through every investment decision they make.
Our Bureau Heads
At Bountiful Financial, we are structured around dedicated faith bureaus to ensure that every investment solution we bring to market is developed with theological integrity, cultural sensitivity, and community oversight. Each bureau is led by a Bountiful team member who is from the faith community they represent. This unique structure allows us to co-create with faith communities and their leaders and ensure our products accurately reflect the doctrine, teachings, lived experiences, and spiritual priorities of those we serve.
David Friedman – Evangelical Christian
David Friedman is a pioneer in ultra-high-net-worth (UHNW) data and wealth intelligence. As co-founder and former President of Wealth-X—the world’s first global UHNW intelligence platform—he helped transform how financial services, luxury brands, and nonprofits identify and serve the world’s wealthiest individuals. His insights have appeared in The Wall Street Journal, New York Times, Financial Times, Forbes, The Guardian, and The Telegraph, and he’s a regular contributor to CNBC, Bloomberg, CNN, FOX, and BBC. At Bountiful, David leads with decades of experience at the intersection of finance, technology, and values-driven strategy. He holds degrees from Wheaton College (magna cum laude) and Yale Divinity School (high honors), where he focused on religious ethics in public life.
Neal Howe – Roman Catholic
Neal Howe brings more than 30 years of global financial leadership, with deep expertise in institutional and private wealth relationships across multiple faith communities. Prior to Bountiful, he was Partner and Senior Managing Director at Welton Investment Partners and held executive roles at Lazard, Schroders, Barclays, and Merrill Lynch. At Bountiful, Neal leads revenue strategy with a focus on partnership, stewardship, and purpose-driven growth.
Jamison Davis – The Church of Jesus Christ of Latter-day Saints
Jamison Davis is a seasoned marketing strategist, tech innovator, and mission-driven entrepreneur. As founder of Davis & Partners and President of Lyrical AI, he helped shape the early digital marketing industry—credited with launching the first consumer website and banner ad, among other breakthroughs. At Bountiful, Jim leads brand strategy and go-to-market execution, blending data, storytelling, and faith to drive engagement. He studied at Brigham Young University–Idaho and serves as Executive Chairman of the Rockwell Trust, a nonprofit advancing faith in popular culture.
The Bountiful Team
Nikos Acuña – Chief Technology Officer
An AI and data strategy expert, Nikos has delivered solutions for eight of the ten largest global banks and authored more than a dozen papers on AI-powered transformation in finance.
Jamison Davis – Co-Founder & Chief Marketing Officer
A digital marketing pioneer and founder of Davis & Partners and Lyrical AI, Jamison brings 30 years of experience helping global brands align technology with purpose.
David Friedman – Evangelical Christian Lead
A leading voice in UHNW data and intelligence, David co-founded Wealth-X and continues to shape values-aligned investing across Evangelical communities.
Neal Howe – Partner, Chief Revenue Officer & Catholic Lead
Neal has advised wealth clients across faith traditions for over three decades, holding senior roles at Barclays, Merrill Lynch, and Lazard.
Taber Johnson – Co-Founder & Chief Investment Officer
A global expert in index governance, Taber previously led operations for S&P Dow Jones Indices and IHS Markit. He was responsible for indices with $2 trillion in indexed assets.
Stephanie Koch – Chief Operating Officer
Stephanie is a veteran operations leader and the Founder of Flourish Advisory, with experience overseeing business operations, shared services, and strategy at numerous startups and at United Technologies and DWS.
Reid Steadman – Co-Founder & Chief Executive Officer
Formerly Head of Innovative, Sustainable & Religious Indices at S&P Dow Jones Indices, Reid created or licensed indices now underlying more than $1 trillion in assets.
Anna Thurston – Director of Governance & Community Building
Anna oversees governance and multireligious engagement, and also serves as a Research Associate at Yale’s Forum on Religion and Ecology.
Work with us.
If you are an investment professional interested in licensing our faith-based investment frameworks or partnering with us to bespoke solutions for your clients, email us.