David serves as a Financial Strategist in the Charleston office. Through personalized guidance and bespoke advice, he helps individuals and families in West Virginia and across the country align their wealth with their values and goals. As Head of Private Markets, David works closely with McKinley Carter's Investment Strategy Committee to provide ongoing due diligence on the firm's private market investment offerings. His knowledge and leadership have helped advisors and clients across our regions navigate private placement opportunities with confidence, whether through investments evaluated by the firm or opportunities introduced through clients' own networks. He also serves as specialist of our Illiquid Assets Specialized Practice Group.
Licensing and Education
- Bachelor of Business Administration in Finance Marshall University
- Certified Private Wealth Advisor (CPWA®)
- Post graduate certificate from the University of Oxford Saïd School of Business for completion of the Oxford Private Markets Investments Programme
- Post graduate certificate from Yale School of Management for the course, "Wealth Management Theory & Practice"
- FINRA Series 7, 6, 63, 65
Accomplishments and Honors
Prior to joining McKinley Carter, David spent a combined eight years with two of the largest insurance and brokerage firms in the industry. Specialized applications of life insurance for trusts, special needs and estate planning, and advanced wealth transfer strategies are just a few of David’s professional interests. In 2021, he earned the Certified Private Wealth Advisor (CPWA®) designation.