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David Wray
Marktstrateeg bij
Catalyst Financial Partners LLC
Profiel
Mr. David B. Wray, Jr., is a Senior Investment Strategist at Catalyst Financial Partners LLC.
In this role, he formulates and delivers views on macroeconomic themes and their effects on capital markets.
He also works closely with the firm’s Portfolio Strategy Committee to translate these views into portfolio construction for clients.
He has over 40 years of Wealth Management experience.
Mr. Wray began his investment career with Tucker Anthony & R.L.
Day.
From 1998 – 2019, he served as a Senior Portfolio Manager for BNY Mellon Wealth Management and was a member of the bank’s Investment Strategy Committee, responsible for making firm-wide asset allocation decisions.
He later served as Chief Investment Officer and Chair of the Investment Committee for a Rhode Island based Registered Investment Advisor.
He holds a BA in Economics from Amherst College and is a member of the CFA Society of Boston.
Actieve functies van David Wray
| Bedrijven | Functie | Begin |
|---|---|---|
Catalyst Financial Partners LLC
 Catalyst Financial Partners LLC Investment ManagersFinance Provides investment advice | Marktstrateeg | 01-07-2022 |
Eerdere bekende functies van David Wray
| Bedrijven | Functie | Einde |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Portefeuillebeheerder-Aandelen | 01-02-2019 |
Opleiding van David Wray
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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83
Eerstegraads connecties
3
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Vrouw
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Amherst College
 Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Catalyst Financial Partners LLC
Catalyst Financial Partners LLC Investment ManagersFinance Provides investment advice | Finance |
