David Holman McKinley
Chief Executive Officer at McKinley Carter Wealth Services, Inc.
David Holman McKinley active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 01/01/2008 | - |
Chief Investment Officer | 01/01/2008 | - | |
Founder | 01/01/2008 | - | |
Portfolio Manager-Equities | 01/01/2008 | - | |
President | 01/01/2008 | - |
Career history of David Holman McKinley
Former positions of David Holman McKinley
Companies | Position | Start | End |
---|---|---|---|
Prudential Securities | Corporate Officer/Principal | 31/08/2003 | 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 | 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 | 01/01/2009 | - |
Training of David Holman McKinley
West Liberty State College (West Virginia) | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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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 |