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David Nolan

David Nolan

Chief Investment Officer at Mckinley Carter Wealth Services, Inc.

Charleston, WV , United States

About

David P. Nolan is Chief Investment Officer at McKinley Carter Wealth Services in Charleston, WV, where he leads the firm's overall investment strategy and chairs the Investment Strategy Committee. He is responsible for setting strategic direction across all client portfolios and actively participates in the Risk Management Specialized Practice Group, ensuring disciplined oversight of the firm's investment programs.

With a career spanning over four decades, Nolan previously served for nearly 25 years as Senior Vice President and Portfolio Manager at BB&T Asset Management (now part of Truist), where he managed multiple public equity mutual funds and a prominent equity common trust fund, which received national recognition as a "Category King" and "Lipper Leader" for consistent, long-term performance by the Wall Street Journal. His areas of expertise include public equities, mutual funds, and common trust funds, with a focus on portfolio construction and institutional asset management across sectors such as U.S. equities, multi-asset strategies, and fiduciary portfolios.

Nolan earned his B.S. in Business Administration from Wake Forest University and holds Series 7 and 66 licenses. Recognized by West Virginia Executive Magazine as a 2023 Sharp Shooter for his career achievements and community involvement, he is also an active mentor and an authoritative voice in investment strategy, frequently appearing in outlets like CNBC, Bloomberg, and The Wall Street Journal.

Career History

OrganizationRoleDate RangeDetails
McKinley Carter Wealth ServicesChief Investment OfficerDec 2024 to Present
McKinley Carter Wealth ServicesSenior Investment StrategistJan 2010 to Dec 2024
McKinley Carter is an SEC-registered independent wealth management firm that helps our clients take great care of their money. We realize that money is not the most important thing in life, but we bel...
BB&T Asset ManagementSr. V.P. - Portfolio and Mutual Fund ManagerOct 1984 to Nov 2009
At BB&T, I managed accounts for high-net-worth individuals, pension plans, profit sharing plans, corporations, trusts, and foundations totaling $150 million in addition to my duties managing several e...

Education

Wake Forest University

B.S. in Business Administration, Business Administration and Management, General

1975 1979

Skills & Expertise

Financial Markets
Wealth Management
Mutual Funds
Asset Allocation
Portfolio Management
Investment Strategies
Alternative Investments
401k
Wealth Management Services
Retirement Planning
Investments
Strategic Financial Planning
Investment Advisory
Investment Management
Retirement
Hedge Funds
Visual Merchandising
Retail
Store Management
Finance
Loss Prevention
Driving Results

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