Managing Director, Chief Equity Strategist
Current
Oct 2023 - Present
AeroLeads people directory · profile
David Mcgrath Email & Phone Number
Managing Director, Chief Equity Strategist
at
Oakworth Capital Bank
1 work email found
@oakworthcapital.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Director, Chief Equity Strategist
Location
Mobile, Alabama, United States
Company size
Who is David Mcgrath? Overview
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Quick answer
David Mcgrath is listed as Managing Director, Chief Equity Strategist at Oakworth Capital Bank, a with 93 employees, based in Mobile, Alabama, United States. AeroLeads shows a work email signal at oakworthcapital.com and a matched LinkedIn profile for David Mcgrath.
David Mcgrath previously worked as Associate Managing Director at Oakworth Capital Bank and Senior Fund Manager at Regions Bank. David Mcgrath holds Master Of Business Administration - Mba, Finance, General from Bryant University.
Company email context
Email format at Oakworth Capital Bank
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{first}.{last}@oakworthcapital.com
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AeroLeads found 1 current-domain work email signal for David Mcgrath. Compare company email patterns before reaching out.
Profile bio
About David Mcgrath
David Mcgrath is a Managing Director, Chief Equity Strategist at Oakworth Capital Bank.
Current workplace
David Mcgrath's current company
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Oakworth Capital Bank
4 roles
David Mcgrath work experience
A career timeline built from the work history available for this profile.
Associate Managing Director
WHAT WE DO: We help business owners, successful professionals, corporate executives, and families free up time and mental energy needed to focus on what they enjoy most and do best so they can succeed in life and build wealth for generations.HOW WE DO IT: The Oakworth Process1. Getting to know you - ask questions and listen to better understand your needs and goals.2. Present solutions - organize the Oakworth team with specialists that fit your immediate needs and work with you to develop a strategy for achieving what matters most to you.3. Establish your Oakworth relationship - Establish your accounts and ensure accounts are coordinated and appropriately structured, while streamlining your transition from existing financial institutions4. Help improve your financial life - Communicate with you based on your preferences and proactively communicate solutions as your financial needs change while coordinating the Oakworth team to ensure a high level of service.WHERE YOU'VE SEEN US: Ranked #1 Best Banks to Work for in 2020, 2019 & 2018, INC 5000 One of America's Fastest Growing Private Companies in 2020, 2019, 2018, & 2016, Top 200 Healthiest Banks by Depositaccounts.com.https://oakworth.com/our-story/our-culture/SUCCESS STORIES: check out our client reviews and testimonials here - https://oakworth.com/our-story/client-reviews/OUR PODCAST (Trading Perspectives): https://oakworth.com/category/trading-perspectives-podcast/OUR BLOG (Common Cents): https://oakworth.com/category/common-cents-archive/AREAS OF EXPERTISE: Retirement Planning, Individual Retirement Accounts, Individually Managed Accounts, Financial Planning, Full Discretionary Trustee Services, Directed Trustee Services, Estate Administration, Modified Family Office Services, Custodial Service for Assets, Portfolio Analysis, Commercial Banking, Private Banking
Apr 2018 - Sep 2023
Senior Fund Manager
Managed institutional mid cap growth accounts for Regions, as well as manager of the Mid Cap Opportunity Portfolio.Co-manager of the following mutual funds:RMK Select Mid Cap Growth Fund RMK Select Growth Fund RMK Select Balanced Fund
Jun 1999 - Apr 2018
Registered Representative
Worked with individuals and organizations to help plan their financial goals and to improve the performance of their investment portfolio.
Aug 1995 - May 1999
Team & coworkers
Colleagues at Oakworth Capital Bank
Other employees you can reach at oakworthcapital.com. View company contacts for 93 employees →
DT
Dawn Tillery
Colleague at Oakworth Capital BankGreater Birmingham, Alabama Area, United States
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MC
Morrison Creech
Colleague at Oakworth Capital BankCharlotte, North Carolina, United States
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CP
Chris Pangallo
Colleague at Oakworth Capital BankNashville Metropolitan Area, United States
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PD
Patrick D.
Colleague at Oakworth Capital BankCharlotte, North Carolina, United States
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MM
Matt Mead
Colleague at Oakworth Capital BankMemphis, Tennessee, United States
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JG
Jenifer Goforth Kimbrough
Colleague at Oakworth Capital BankGreater Birmingham, Alabama Area, United States
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JH
John Hensley Cfp(R)
Colleague at Oakworth Capital BankMobile Metropolitan Area, United States
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BS
Brent Stewart
Colleague at Oakworth Capital BankBirmingham, Alabama, United States
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SW
S. Wade Gordon, Jr.
Colleague at Oakworth Capital BankMobile, Alabama, United States
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AN
Ashley Nielsen
Colleague at Oakworth Capital BankBirmingham, Alabama, United States
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Dawn Tillery
Colleague at Oakworth Capital BankGreater Birmingham, Alabama Area, United States
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MC
Morrison Creech
Colleague at Oakworth Capital BankCharlotte, North Carolina, United States
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CP
Chris Pangallo
Colleague at Oakworth Capital BankNashville Metropolitan Area, United States
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PD
Patrick D.
Colleague at Oakworth Capital BankCharlotte, North Carolina, United States
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MM
Matt Mead
Colleague at Oakworth Capital BankMemphis, Tennessee, United States
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JG
Jenifer Goforth Kimbrough
Colleague at Oakworth Capital BankGreater Birmingham, Alabama Area, United States
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JH
John Hensley Cfp(R)
Colleague at Oakworth Capital BankMobile Metropolitan Area, United States
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BS
Brent Stewart
Colleague at Oakworth Capital BankBirmingham, Alabama, United States
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SW
S. Wade Gordon, Jr.
Colleague at Oakworth Capital BankMobile, Alabama, United States
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AN
Ashley Nielsen
Colleague at Oakworth Capital BankBirmingham, Alabama, United States
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2 education records
David Mcgrath education
Master Of Business Administration - Mba, Finance, General
Bachelor Of Business Administration - Bba, Finance
FAQ
Frequently asked questions about David Mcgrath
Quick answers generated from the profile data available on this page.
What company does David Mcgrath work for?
David Mcgrath works for Oakworth Capital Bank.
What is David Mcgrath's role at Oakworth Capital Bank?
David Mcgrath is listed as Managing Director, Chief Equity Strategist at Oakworth Capital Bank.
What is David Mcgrath's email address?
AeroLeads has found 1 work email signal at @oakworthcapital.com for David Mcgrath at Oakworth Capital Bank.
Where is David Mcgrath based?
David Mcgrath is based in Mobile, Alabama, United States while working with Oakworth Capital Bank.
What companies has David Mcgrath worked for?
David Mcgrath has worked for Oakworth Capital Bank, Regions Bank, and Brown, Lisle/Cummings.
Who are David Mcgrath's colleagues at Oakworth Capital Bank?
David Mcgrath's colleagues at Oakworth Capital Bank include Dawn Tillery, Morrison Creech, Chris Pangallo, Patrick D., and Matt Mead.
How can I contact David Mcgrath?
You can use AeroLeads to view verified contact signals for David Mcgrath at Oakworth Capital Bank, including work email, phone, and LinkedIn data when available.
What schools did David Mcgrath attend?
David Mcgrath holds Master Of Business Administration - Mba, Finance, General from Bryant University.
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