David has served as CEO of the McAlvany Financial Group since 2008. Portfolio management began with Morgan Stanley during the 2000 and 2001 tech crisis where he avoided major losses and benefitted clients from the early stages of a commodity super cycle. Founding MWM in 2008, he and his team managed portfolio positions through a second period of financial compression, maintaining positive returns throughout the global financial crisis.
In 2017, partnering with market short specialist Doug Noland, Tactical Short was launched as a hedging strategy for institutional and retail clients. He now oversees four portfolio styles (MAPS) with the collaboration of his team. He has over 20 years of involvement in the wealth management industry and is the Author of the Intentional Legacy.
David is a graduate of Biola University and an associate member of Keble College, Oxford University. He is series 65 licensed.
Stay connected to market trends with personalized weekly insights — custom to you!