David Holman McKinley
Directeur Général chez McKinley Carter Wealth Services, Inc.
Profil
Mr. David H.
McKinley is a President & Chief Investment Officer at McKinley Carter Wealth Services, Inc. He is a founding principal of McKinley Carter Wealth Services and serves as president and managing director of the firm.
He is also a member of the Financial Planning Association, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary Club, and Leadership West Virginia.
Before founding McKinley Carter, Mr. McKinley held roles at a national investment firm and a regional bank trust department, in which he led teams providing financial planning and portfolio management services to high-net-worth families, institutions, and nonprofit organizations.
Since 2009, he has served as a trustee of the West Virginia Investment Management Board, and has served on an advisory board to the Pittsburgh branch of the Cleveland Federal Reserve Bank.
He has chaired the investment committees of the Boy Scout Ohio River Council and the West Liberty University Foundation.
He has served on the board of directors for Regional Economic Development Partnership, West Liberty University Foundation, Business Advisory Council at West Liberty University, Financial Planning Association of Pittsburgh, and Wheeling-area community programs like Habitat for Humanity and the Soup Kitchen.
He is a graduate of West Liberty University.
He has also completed advanced investment consulting training at The University of Pennsylvania’s Wharton School.
He is also a Certified Financial Planner professional.
Postes actifs de David Holman McKinley
| Sociétés | Poste | Début |
|---|---|---|
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Directeur Général | 01/01/2008 |
Anciens postes connus de David Holman McKinley
| Sociétés | Poste | Fin |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 31/08/2003 |
WesBanco Securities, Inc.
 WesBanco Securities, Inc. Investment ManagersFinance Part of WesBanco, Inc., WesBanco Securities, Inc. provides investment advice. The company is based in St. Clairsville, OH. | Corporate Officer/Principal | 31/12/1995 |
West Virginia Investment Management Board
 West Virginia Investment Management Board Investment ManagersFinance West Virginia Investment Management Board (WVIMB) is a State-owned pension fund manager headquartered in Charleston, West Virginia. Founded in 1997, the firm is responsible for the long-term investments of the State of West Virginia. WVIMB manages the State’s defined benefit retirement plans. Their clients include the State’s teachers, public employees and workers in general, other State funds and the fiscal health of the State. | Corporate Officer/Principal | - |
Formation de David Holman McKinley
| West Liberty State College (West Virginia) | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
| Prudential Securities | Finance |
WesBanco Securities, Inc.
WesBanco Securities, Inc. Investment ManagersFinance Part of WesBanco, Inc., WesBanco Securities, Inc. provides investment advice. The company is based in St. Clairsville, OH. | Finance |
West Virginia Investment Management Board
West Virginia Investment Management Board Investment ManagersFinance West Virginia Investment Management Board (WVIMB) is a State-owned pension fund manager headquartered in Charleston, West Virginia. Founded in 1997, the firm is responsible for the long-term investments of the State of West Virginia. WVIMB manages the State’s defined benefit retirement plans. Their clients include the State’s teachers, public employees and workers in general, other State funds and the fiscal health of the State. | Finance |
