David Wray, Cfa work email
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David Wray, Cfa personal email
David Wray, Cfa phone numbers
David Wray, Cfa is a Chief Investment Officer at Catalyst Financial Partners. He possess expertise in risk management, customer service, investments.
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Senior Investment StrategistCatalyst Financial Partners Jul 2022 - PresentBoston, Massachusetts, United States -
Chief Investment OfficerKlr Wealth Management, Llc Mar 2019 - Oct 2021Greater Boston Area
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VpBny 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
David Wray, Cfa Skills
David Wray, Cfa Education Details
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Economics
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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