David Mcgranahan Email and Phone Number
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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.
Focus Partners Wealth
View- Website:
- buckinghamstrategicpartners.com
- Employees:
- 123
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Principal, Senior Wealth AdvisorFocus Partners WealthChicago, Il, Us
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Financial Advisor - PartnerRelative Value Partners, Llc Sep 2016 - PresentRelative 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 diversified portfolios using a disciplined investment approach focused on asset classes and sectors that are currently trading at historically low valuations. RVP has a unique expertise in closed-end fund and exchange traded fund (ETF) investments, where we constantly look for mean reversion opportunities to enhance our clients’ returns. -
Managing DirectorCredit Suisse Private Banking Jan 2009 - Oct 2015Zurich, ChBranch Manager. Responsible for wealth management across the Midwest Region. Accountable for achieving business results, regulatory & control environments and operations. -
DirectorCredit Suisse Private Banking Mar 2004 - Dec 2008Zurich, ChHead 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.
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DirectorCredit Suisse First Boston Jun 2000 - Mar 2004Head 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.
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Vice PresidentCredit Suisse First Boston Jul 1994 - Jun 2000Institutional Equity Sales. Advised institutional investors across the Midwest on US equity investments. Served as overall relationship manager for clients across products.
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AnalystCredit Suisse First Boston Jul 1991 - Jul 1994Credit research analyst.
David Mcgranahan Skills
David Mcgranahan Education Details
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Northwestern UniversityFinance And Corporate Strategy -
Princeton UniversityPolitics And Economics
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Loudoun County High School
Frequently Asked Questions about David Mcgranahan
What company does David Mcgranahan work for?
David Mcgranahan works for Focus Partners Wealth
What is David Mcgranahan's role at the current company?
David Mcgranahan's current role is Principal, Senior Wealth Advisor.
What is David Mcgranahan's email address?
David Mcgranahan's email address is da****@****sse.com
What is David Mcgranahan's direct phone number?
David Mcgranahan's direct phone number is +184783*****
What schools did David Mcgranahan attend?
David Mcgranahan attended Northwestern University, Princeton University, Loudoun County High School.
What are some of David Mcgranahan's interests?
David Mcgranahan has interest in Kids, Collecting Antiques, Electronics, Home Improvement, Reading, Crafts, Sports, Automobiles, The Arts, Golf.
What skills is David Mcgranahan known for?
David Mcgranahan has skills like Equities, Hedge Funds, Capital Markets, Investments, Fixed Income, Asset Management, Alternative Investments, Investment Banking, Structured Products, Financial Modeling, Securities, Valuation.
Who are David Mcgranahan's colleagues?
David Mcgranahan's colleagues are Brandi Mccoy, Carter Schmid, Brooke Frost, Mba, Daniel Lim, Steve Ncginnis, Amir Amit Hemnani, Ernesto Bustamante.
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