David Gary McBride
Investment Committee Member at Marco Investment Management LLC
Profile
Mr. David G.
McBride, CFA MBA, is a Portfolio Manager at Marco Investment Management LLC.
He is responsible for the management of equity, balanced and fixed income accounts.
He also serves on Marco’s Investment Strategy Committee.
He has over 15 years of investment management experience.
Prior to joining Marco Investment Management in 2011, Mr. McBride spent nine years working first as a Portfolio Manager handling individual accounts for both high net worth and institutional clients and then as Head of Portfolio Investment Strategy.
He began his career as a Research Analyst with a national money management firm and later worked as a Portfolio Analyst with PaineWebber.
He received his BS degree from Auburn University and his MBA, with a concentration in Finance, from Georgia State University.
He is a Chartered Financial Analyst and a member of the CFA Society of Atlanta.
David Gary McBride active positions
Companies | Position | Start |
---|---|---|
Marco Investment Management LLC
Marco Investment Management LLC Investment ManagersFinance Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions. | Investment Committee Member | 2010-12-31 |
Former positions of David Gary McBride
Companies | Position | End |
---|---|---|
BIP Wealth LLC
BIP Wealth LLC Investment ManagersFinance BIP Wealth LLC (BIP) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Mark Buffington and Bill Harris in 2007 as Buckhead Investment Partners LLC. BIP provides investment advice to individuals, trusts, estates and various entities (such as corporations, partnerships and limited liability companies) through which individuals and families hold investment assets. | Portfolio Manager-Equities | 2010-12-30 |
R. Stewart Eads Investment Counsel, Inc.
R. Stewart Eads Investment Counsel, Inc. Investment ManagersFinance R. Stewart Eads Investment Counsel, Inc., do-business-as Eads & Heald Wealth Management (EHWM), is an independent registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Robert S. Eads and Thomas F. Heald in 1987. EHWM provides comprehensive financial planning services and investment management services through the use of separately managed portfolios for individuals, families, corporations or business entities, retirement plans, pension plans, trusts, endowments, foundations, family limited partnerships and other types of accounts. | Portfolio Manager-Equities | 2008-06-29 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Analyst-Equity | - |
Lang Asset Management, Inc.
Lang Asset Management, Inc. Investment ManagersFinance Lang Asset Management, Inc. (LAM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Indian Harbour Beach, Florida. The firm was founded by Robert Lang in 1990. LAM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, and other US and international institutions. | Analyst-Equity | - |
Training of David Gary McBride
Auburn University | Undergraduate Degree |
Georgia State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
R. Stewart Eads Investment Counsel, Inc.
R. Stewart Eads Investment Counsel, Inc. Investment ManagersFinance R. Stewart Eads Investment Counsel, Inc., do-business-as Eads & Heald Wealth Management (EHWM), is an independent registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Robert S. Eads and Thomas F. Heald in 1987. EHWM provides comprehensive financial planning services and investment management services through the use of separately managed portfolios for individuals, families, corporations or business entities, retirement plans, pension plans, trusts, endowments, foundations, family limited partnerships and other types of accounts. | Finance |
Marco Investment Management LLC
Marco Investment Management LLC Investment ManagersFinance Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Lang Asset Management, Inc.
Lang Asset Management, Inc. Investment ManagersFinance Lang Asset Management, Inc. (LAM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Indian Harbour Beach, Florida. The firm was founded by Robert Lang in 1990. LAM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, and other US and international institutions. | Finance |
PaineWebber, Inc. | Finance |
BIP Wealth LLC
BIP Wealth LLC Investment ManagersFinance BIP Wealth LLC (BIP) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Mark Buffington and Bill Harris in 2007 as Buckhead Investment Partners LLC. BIP provides investment advice to individuals, trusts, estates and various entities (such as corporations, partnerships and limited liability companies) through which individuals and families hold investment assets. | Finance |
- Stock Market
- Insiders
- David Gary McBride