David Wray, Cfa

David Wray, Cfa Email and Phone Number

Chief Investment Officer @ Catalyst Financial Partners
David Wray, Cfa's Location
Greater Boston, United States
David Wray, Cfa's Contact Details
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.

David Wray, Cfa's Current Company Details
Catalyst Financial Partners

Catalyst Financial Partners

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Chief Investment Officer
David Wray, Cfa Work Experience Details
  • Catalyst Financial Partners
    Senior Investment Strategist
    Catalyst Financial Partners Jul 2022 - Present
    Boston, Massachusetts, United States
    View
  • Klr Wealth Management, Llc
    Chief Investment Officer
    Klr Wealth Management, Llc Mar 2019 - Oct 2021
    Greater Boston Area
  • Bny Mellon
    Vp
    Bny Mellon Nov 1998 - Feb 2019
    • 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
    View

David Wray, Cfa Skills

Risk Management Customer Service Investments

David Wray, Cfa Education Details

Frequently Asked Questions about David Wray, Cfa

What company does David Wray, Cfa work for?

David Wray, Cfa works for Catalyst Financial Partners

What is David Wray, Cfa's role at the current company?

David Wray, Cfa's current role is Chief Investment Officer.

What is David Wray, Cfa's email address?

David Wray, Cfa's email address is d3****@****ast.net

What is David Wray, Cfa's direct phone number?

David Wray, Cfa's direct phone number is +161796*****

What schools did David Wray, Cfa attend?

David Wray, Cfa attended Amherst College.

What skills is David Wray, Cfa known for?

David Wray, Cfa has skills like Risk Management, Customer Service, Investments.

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