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David Wray, CFA

Chief Investment Officer

Exceptional client service is about going beyond what the client expects. To be successful, you must always put your clients' best interest first and I am proud to be with a firm that recognizes the importance of the "client first" philosophy.
 

Background

  • Over 35 years of Wealth Management Experience
  • Oversees the management of client portfolios
  • Chair of KLR Wealth Management LLC's Investment Committee

Education

  • BA Economics, Amherst College
  • Chartered Financial Analyst (CFA)


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