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David Wray Joins KLR Wealth Management, LLC as Chief Investment Officer

The former Senior Director of Portfolio Management, BNY Mellon Private Wealth Management will oversee investment strategy and bolster KLR’s investment relationships.

KLR Wealth Management, LLC, a registered investment advisory firm today announced David Wray, CFA as its Chief Investment Officer and Chair of its Investment Committee. 

Wray, who served as Senior Director of Portfolio Management at BNY Mellon Private Wealth Management for nearly 21 years will oversee KLR Wealth Management’s investment strategy and the management of client portfolios.  Wray is a frequent speaker on investment and economic events.

“I am thrilled David has joined our team, given his experience and the expertise he will bring to our clients,” said Peri Ann Aptaker, Managing Director, KLR Wealth Management, LLC.  “With his disciplined approach to investing, David will be a valuable asset in driving growth for our expanding wealth management practice.”

“I am extremely impressed with KLR Wealth Management’s operation and the quality of the team that Peri Ann has built,” said Wray.  "I am excited to be in such good company and welcome the opportunity to help KLR Wealth Management reach a new level of service.”

 

About David Wray:

David Wray, CFA has more than 35 years of Wealth Management experience.  David began his investment career with Tucker Anthony & R.L. Day and moved to Boston Security Counsellors, where he served as a Senior Portfolio Manager and a member of the firm’s Investment Policy Committee.  At BNY, David was a member of Private Wealth’s Investment Strategy Committee, responsible for making firm-wide asset allocation decisions.  David holds a BA in Economics from Amherst College.

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