David Wray, CFA
Chief Investment Officer
Delivering Exceptional Client Service ....
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)