David Holman McKinley

David Holman McKinley

Director Ejecutivo en McKinley Carter Wealth Services, Inc. .

Finance
Consumer Services

Perfil

Mr. David H.
McKinley is a President & Chief Investment Officer at McKinley Carter Wealth Services, Inc. He is a founding principal of McKinley Carter Wealth Services and serves as president and managing director of the firm.
He is also a member of the Financial Planning Association, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary Club, and Leadership West Virginia.
Before founding McKinley Carter, Mr. McKinley held roles at a national investment firm and a regional bank trust department, in which he led teams providing financial planning and portfolio management services to high-net-worth families, institutions, and nonprofit organizations.
Since 2009, he has served as a trustee of the West Virginia Investment Management Board, and has served on an advisory board to the Pittsburgh branch of the Cleveland Federal Reserve Bank.
He has chaired the investment committees of the Boy Scout Ohio River Council and the West Liberty University Foundation.
He has served on the board of directors for Regional Economic Development Partnership, West Liberty University Foundation, Business Advisory Council at West Liberty University, Financial Planning Association of Pittsburgh, and Wheeling-area community programs like Habitat for Humanity and the Soup Kitchen.
He is a graduate of West Liberty University.
He has also completed advanced investment consulting training at The University of Pennsylvania’s Wharton School.
He is also a Certified Financial Planner professional.

Cargos activos de David Holman McKinley

EmpresasCargoInicio
Director Ejecutivo 01/01/2008
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Antiguos cargos conocidos de David Holman McKinley.

EmpresasCargoFin
Prudential Securities Corporate Officer/Principal 31/08/2003
Corporate Officer/Principal 31/12/1995
Corporate Officer/Principal -
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Formación de David Holman McKinley.

West Liberty State College (West Virginia) Undergraduate Degree

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