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David McInnis Location
Atlanta, GA, US
David McInnis Work
2024 -now Managing Partner - Atlanta @
2024 -2024 Managing Director @
2018 -2024 Founder @
2012 -2021 Managing Director @
2006 -2012 Portfolio Manager @
2001 -2006 Financial Advisor @
David McInnis Education
Georgia Institute of Technology 2008-2011
The Wharton School 2007-2008
College for Financial Planning 2004-2006
David McInnis Skills
Equities
Investment Management
Financial Analysis
Investments
Asset Management
Retirement Planning
Asset Allocation
Fixed Income
Alternative Investments
Portfolio Management
Derivatives
Valuation
Investment Strategies
Bloomberg
Strategic Financial Planning
Wealth Management
Risk Management
Financial Modeling
Research
David McInnis Summary
David McInnis, based in Atlanta, GA, US, is currently a Managing Partner - Atlanta at Aristia Wealth Management. David McInnis brings experience from previous roles at East Paces Group, ACG Wealth and Morgan Stanley. David McInnis holds a 2008 - 2011 Georgia Institute of Technology. With a robust skill set that includes Equities, Investment Management, Financial Analysis, Investments, Asset Management and more. David McInnis has 2 emails and 1 mobile phone numbers on RocketReach.
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