...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.
David P. Nolan serves as a Financial Strategist for McKinley Carter and has worked in the investment industry since 1980. Prior to McKinley Carter, David worked for BB&T Corp. and its predecessors, serving as Senior Vice President and Portfolio Manager in the Asset Management (RIA) division.
Over his career, David has managed accounts for high-net-worth individuals, pension plans, profit sharing plans, corporations, trusts, and foundations totaling $150 million in addition to his duties as a public mutual fund manager.
He managed an equity common trust fund that transitioned into a public mutual fund (1993) for 24 years. In 2006, the fund, with David as the sole manager, was named a "Category King" by the Wall Street Journal due to its status as a "Lipper Leader."
David is a graduate of Wake Forest University with a B.S. in Business Administration. He serves as an elder and trustee for First Presbyterian Church of Charleston and serves as the chair of the Investment committee for the Presbytery of WV.
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.