Senior Investment Strategist
Current
Jul 2022 - Present
AeroLeads people directory · profile
David Wray, Cfa Email & Phone Number
Chief Investment Officer
at
Catalyst Financial Partners
1 work email found
@catalystfp.com
3 phones found area 617, 604, and 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Greater Boston, United States, United States
Who is David Wray, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Wray, Cfa is listed as Chief Investment Officer at Catalyst Financial Partners, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at catalystfp.com, phone signal with area code 617, 604, 415, and a matched LinkedIn profile for David Wray, Cfa.
David Wray, Cfa previously worked as Senior Investment Strategist at Catalyst Financial Partners and Chief Investment Officer at Klr Wealth Management, Llc. David Wray, Cfa holds Bachelor'S Degree, Economics from Amherst College.
Company email context
Email format at Catalyst Financial Partners
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{first}@catalystfp.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Wray, Cfa. Compare company email patterns before reaching out.
Profile bio
About David Wray, Cfa
David Wray, Cfa is a Chief Investment Officer at Catalyst Financial Partners. He possess expertise in risk management, customer service, investments.
Listed skills include Risk Management, Customer Service, and Investments.
Current workplace
David Wray, Cfa's current company
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3 roles
David Wray, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Klr Wealth Management, Llc
Mar 2019 - Oct 2021
Vp
- Managed a number of individual client relationships
- Served on the firm’s Investment Strategy Committee, which set the asset allocation framework intended to be applied to all Private Wealth clients
- Regularly Key note speaker at client and business development events
- Shared strategy framework and the rationale for ongoing asset allocation positioning
Nov 1998 - Feb 2019
1 education record
David Wray, Cfa education
FAQ
Frequently asked questions about David Wray, Cfa
Quick answers generated from the profile data available on this page.
What company does David Wray, Cfa work for?
David Wray, Cfa works for Catalyst Financial Partners.
What is David Wray, Cfa's role at Catalyst Financial Partners?
David Wray, Cfa is listed as Chief Investment Officer at Catalyst Financial Partners.
What is David Wray, Cfa's email address?
AeroLeads has found 1 work email signal at @catalystfp.com for David Wray, Cfa at Catalyst Financial Partners.
What is David Wray, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 617, 604, 415 for David Wray, Cfa at Catalyst Financial Partners.
Where is David Wray, Cfa based?
David Wray, Cfa is based in Greater Boston, United States, United States while working with Catalyst Financial Partners.
What companies has David Wray, Cfa worked for?
David Wray, Cfa has worked for Catalyst Financial Partners, Klr Wealth Management, Llc, and Bny Mellon.
How can I contact David Wray, Cfa?
You can use AeroLeads to view verified contact signals for David Wray, Cfa at Catalyst Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did David Wray, Cfa attend?
David Wray, Cfa holds Bachelor'S Degree, Economics from Amherst College.
What skills is David Wray, Cfa known for?
David Wray, Cfa is listed with skills including Risk Management, Customer Service, and Investments.
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