Profil
Mr. David L.
Blain, CFA, is a President, Chief Investment Officer & Founder at D.L.
Blain & Co. LLC (Private Equity) and a Founder & Chief Executive Officer at BlueSky Wealth Advisors LLC.
He is responsible for defining the overall firm policies, strategy, and goals.
He also formulates advanced financial planning and sophisticated tax strategies, and is responsible for setting the firm-wide investment strategy.
Before his career in finance, Mr. Blain served with distinction for 10 years in U.S.
Army Airborne, Ranger, and Special Operations units.
He is the past Chairman of the Board of Directors of CarolinaEast Health System, where he also chaired the Investment Committee for twelve years.
Previously he was on the Board of Advisors and Finance Committee of the West Point Association of Graduates, Treasurer for Big Brothers Big Sisters of Southeastern North Carolina, President of the Cumberland Interfaith Hospitality Network, Treasurer of Catholic Charities of the Diocese of Raleigh.
He served as the Chairman of the New Bern Heart Ball, was the US 3rd Congressional District volunteer West Point Admissions Representative, and served on US Congressman Greg Murphy’s Service Academy Nomination Board.
He received a Bachelor of Science in 1989 from The United States Military Academy at West Point, where he was a Distinguished Honor Graduate and member of the Phi Kappa Phi Honor Society.
He is a member of the CFA Institute and the National Association of Personal Financial Advisors (NAPFA).
Postes actifs de David Laurence Blain
| Sociétés | Poste | Début |
|---|---|---|
D.L. Blain & Co. LLC (Private Equity)
D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. focuses on private equity investments in the aerospace and defense sector | Fondateur | 01/01/2006 |
BlueSky Wealth Advisors LLC
BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky analyzes and studies the optimal allocation of a client's investment portfolio among the various asset classes. Their investment strategies and advice may vary depending upon each client's specific financial situation. In most instances, when executing a strategy for investing in a specific investment class, the firm employs a passive strategy believing that a client is best served by a low-cost, low-income tax impact investment strategy. | Directeur Général | 01/01/1999 |
Formation de David Laurence Blain
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
US Military Academy
US Military Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BlueSky Wealth Advisors LLC
BlueSky Wealth Advisors LLC Investment ManagersFinance BlueSky analyzes and studies the optimal allocation of a client's investment portfolio among the various asset classes. Their investment strategies and advice may vary depending upon each client's specific financial situation. In most instances, when executing a strategy for investing in a specific investment class, the firm employs a passive strategy believing that a client is best served by a low-cost, low-income tax impact investment strategy. | Finance |
D.L. Blain & Co. LLC (Private Equity)
D.L. Blain & Co. LLC (Private Equity) Investment ManagersFinance D.L. Blain & Co. focuses on private equity investments in the aerospace and defense sector | Finance |
















