Managing Director / Private Wealth
Current
Oct 2023 - Present
AeroLeads people directory · profile
Anthony David Email & Phone Number
Chief Executive Officer & Private Wealth Advisor at Adalan Private Wealth / Managing Director of Private Wealth at Concurrent Advisors
at
Concurrent
1 work email found
@morganstanley.com
1 phone found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer & Private Wealth Advisor at Adalan Private Wealth / Managing Director of Private Wealth at Concurrent Advisors
Location
Washington, District Of Columbia, United States
Who is Anthony David? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Anthony David is listed as Chief Executive Officer & Private Wealth Advisor at Adalan Private Wealth / Managing Director of Private Wealth at Concurrent Advisors at Concurrent, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 212, and a matched LinkedIn profile for Anthony David.
Anthony David previously worked as Managing Director / Private Wealth at Concurrent and Chief Executive Officer / Private Wealth Advisor at Adalan Private Wealth. Anthony David holds Bachelor Of Business Administration, Finance from The George Washington University.
Company email context
Email format at Concurrent
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{first}.{last}@morganstanley.com
86% confidence
AeroLeads found 1 current-domain work email signal for Anthony David. Compare company email patterns before reaching out.
Profile bio
About Anthony David
Anthony David is a Chief Executive Officer & Private Wealth Advisor at Adalan Private Wealth / Managing Director of Private Wealth at Concurrent Advisors at Concurrent. He possess expertise in c++, investment management.
Listed skills include C++ and Investment Management.
Current workplace
Anthony David's current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Anthony David work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer / Private Wealth Advisor
Current
Aug 2021 - Present
Senior Vice President - Financial Advisor / Senior Investment Management Consultant
Morgan Stanley
Jun 2001 - Aug 2021
1 education record
Anthony David education
-
The George Washington University
FAQ
Frequently asked questions about Anthony David
Quick answers generated from the profile data available on this page.
What company does Anthony David work for?
Anthony David works for Concurrent.
What is Anthony David's role at Concurrent?
Anthony David is listed as Chief Executive Officer & Private Wealth Advisor at Adalan Private Wealth / Managing Director of Private Wealth at Concurrent Advisors at Concurrent.
What is Anthony David's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Anthony David at Concurrent.
What is Anthony David's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Anthony David at Concurrent.
Where is Anthony David based?
Anthony David is based in Washington, District Of Columbia, United States while working with Concurrent.
What companies has Anthony David worked for?
Anthony David has worked for Concurrent, Adalan Private Wealth, and Morgan Stanley.
How can I contact Anthony David?
You can use AeroLeads to view verified contact signals for Anthony David at Concurrent, including work email, phone, and LinkedIn data when available.
What schools did Anthony David attend?
Anthony David holds Bachelor Of Business Administration, Finance from The George Washington University.
What skills is Anthony David known for?
Anthony David is listed with skills including C++ and Investment Management.
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