David Mcgranahan
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David Mcgranahan Email & Phone Number

Principal, Senior Wealth Advisor at Focus Partners Wealth
Location: Winnetka, Illinois, United States 7 work roles 3 schools
1 work email found @rvpllc.com 3 phones found area 847 and 203 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@rvpllc.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Focus Partners Wealth
Role
Principal, Senior Wealth Advisor
Location
Winnetka, Illinois, United States
Company size
123 employees

Who is David Mcgranahan? Overview

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Quick answer

David Mcgranahan is listed as Principal, Senior Wealth Advisor at Focus Partners Wealth, a company with 123 employees, based in Winnetka, Illinois, United States. AeroLeads shows a work email signal at rvpllc.com, phone signal with area code 847, 203, and a matched LinkedIn profile for David Mcgranahan.

David Mcgranahan previously worked as Financial Advisor - Partner at Relative Value Partners, Llc and Managing Director at Credit Suisse Private Banking. David Mcgranahan holds Masters Of Management, Finance And Corporate Strategy from Northwestern University.

Company email context

Email format at Focus Partners Wealth

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{first_initial}{last}@rvpllc.com
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AeroLeads found 1 current-domain work email signal for David Mcgranahan. Compare company email patterns before reaching out.

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Profile bio

About David Mcgranahan

I am a financial services executive with experience in private wealth management and institutional securities. Currently, I work as a financial advisor and partner at Relative Value Partners, LLC (RVP), an SEC registered investment advisor providing integrated planning advice and investment solutions to individuals, families and institutions.Prior to joining RVP, I enjoyed a 24-year career at Credit Suisse in New York, London and Chicago. My experience includes roles in research, institutional securities, private banking and management. I have a deep understanding of capital markets, investments and planning, and I have developed a broad network of financial industry contacts.My main philanthropic interest is after-school education for children who live in Chicago’s most underserved neighborhoods. I am also actively involved in the arts, community-based sports and certain medical causes.

Listed skills include Equities, Hedge Funds, Capital Markets, Investments, and 24 others.

Current workplace

David Mcgranahan's current company

Company context helps verify the profile and gives searchers a useful next step.

Focus Partners Wealth
Focus Partners Wealth
Principal, Senior Wealth Advisor
Chicago, IL, US
Website
buckinghamstrategicpartners.com
Employees
123
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Company profile
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7 roles

David Mcgranahan work experience

A career timeline built from the work history available for this profile.

Financial Advisor - Partner

Current
Relative Value Partners, Llc

Relative Value Partners (RVP) believes that proper planning and appropriate asset allocation are the most critical considerations in working with clients to achieve their financial goals. We work closely and individually with each client to identify a strategy that fits their specific needs and risk tolerance. With this strategy in mind, we build well.

Sep 2016 - Present

Managing Director

Credit Suisse Private Banking

Zurich, CH

Branch Manager. Responsible for wealth management across the Midwest Region. Accountable for achieving business results, regulatory & control environments and operations.

Jan 2009 - Oct 2015

Director

Credit Suisse Private Banking

Zurich, CH

Head of Fixed Income Initiatives and Hedge Fund Client Coverage. Strategically led multiple operating groups to develop new fixed income tools based on the HOLT corporate performance and equity valuation framework. Identified unmet client needs and developed new tools and insights to address them.

Mar 2004 - Dec 2008

Director

Credit Suisse First Boston

Head of US Equity Sales, Europe. Managed team of sales and trading professionals in London, Paris and Zurich advising European institutional investors on US equity investments.

Jun 2000 - Mar 2004

Vice President

Credit Suisse First Boston

Institutional Equity Sales. Advised institutional investors across the Midwest on US equity investments. Served as overall relationship manager for clients across products.

Jul 1994 - Jun 2000

Analyst

Credit Suisse First Boston

Credit research analyst.

Jul 1991 - Jul 1994
Team & coworkers

Colleagues at Focus Partners Wealth

Other employees you can reach at buckinghamstrategicpartners.com. View company contacts for 123 employees →

SS Seng Saechao Seng Saechao Colleague at Focus Partners WealthVisalia, California, United States, United States View → JH Jared Hoffman Jared Hoffman Colleague at Focus Partners WealthSt Louis, Missouri, United States, United States View → EB Ernesto Bustamante Ernesto Bustamante Colleague at Focus Partners WealthSouth Orange Village, New Jersey, United States, United States View → BM Brandi Mccoy Brandi Mccoy Colleague at Focus Partners WealthSt Louis, Missouri, United States, United States View → MO Michael Ozburn, Cfp® Michael Ozburn, Cfp® Colleague at Focus Partners WealthGreater Chattanooga, United States View → AS Aaron Switzer Aaron Switzer Colleague at Focus Partners WealthSt Charles, Missouri, United States, United States View → MR Marcus Reynolds Marcus Reynolds Colleague at Focus Partners WealthSan Jose, California, United States, United States View → NF Nicole Fowler Nicole Fowler Colleague at Focus Partners WealthSan Jose, California, United States, United States View → HF Haili F. Haili F. Colleague at Focus Partners WealthGreater Sacramento, United States View → CS Carter Schmid Carter Schmid Colleague at Focus Partners WealthSt Louis, Missouri, United States, United States View →
3 education records

David Mcgranahan education

Masters Of Management, Finance And Corporate Strategy

Northwestern University

Bachelor’S Degree, Politics And Economics

Princeton University

Education record

Loudoun County High School
FAQ

Frequently asked questions about David Mcgranahan

Quick answers generated from the profile data available on this page.

What company does David Mcgranahan work for?

David Mcgranahan works for Focus Partners Wealth.

What is David Mcgranahan's role at Focus Partners Wealth?

David Mcgranahan is listed as Principal, Senior Wealth Advisor at Focus Partners Wealth.

What is David Mcgranahan's email address?

AeroLeads has found 1 work email signal at @rvpllc.com for David Mcgranahan at Focus Partners Wealth.

What is David Mcgranahan's phone number?

AeroLeads has found 3 phone signal(s) with area code 847, 203 for David Mcgranahan at Focus Partners Wealth.

Where is David Mcgranahan based?

David Mcgranahan is based in Winnetka, Illinois, United States while working with Focus Partners Wealth.

What companies has David Mcgranahan worked for?

David Mcgranahan has worked for Focus Partners Wealth, Relative Value Partners, Llc, Credit Suisse Private Banking, and Credit Suisse First Boston.

Who are David Mcgranahan's colleagues at Focus Partners Wealth?

David Mcgranahan's colleagues at Focus Partners Wealth include Seng Saechao, Jared Hoffman, Ernesto Bustamante, Brandi Mccoy, and Michael Ozburn, Cfp®.

How can I contact David Mcgranahan?

You can use AeroLeads to view verified contact signals for David Mcgranahan at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.

What schools did David Mcgranahan attend?

David Mcgranahan holds Masters Of Management, Finance And Corporate Strategy from Northwestern University.

What skills is David Mcgranahan known for?

David Mcgranahan is listed with skills including Equities, Hedge Funds, Capital Markets, Investments, Fixed Income, Asset Management, Alternative Investments, and Investment Banking.

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