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.
- Over 35 years of Wealth Management Experience
- Oversees the management of client portfolios
- Chair of KLR Wealth Management LLC's Investment Committee
- BA Economics, Amherst College
- Chartered Financial Analyst (CFA)