![David L. Beatty](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Beatty joined Calibre in 2004.
Before joining Calibre, Mr. Beatty was President and CEO of Tanager Financial Services, a multi-family office and investment consulting practice based in the Boston area.
Mr. Beatty co-founded Tanager in 1995 and grew it to be the 10th largest independent wealth manager in the U.S.
before its sale to Wachovia in 2004.
Prior to founding Tanager, Mr. Beatty was a financial and investment advisor to wealthy families for a Boston wealth management firm.
Previously, he served as the lead individual income tax and personal financial planning specialist for the Boston office of Price Waterhouse.
Mr. Beatty gained additional experience as Controller of a not-for-profit organization.
Mr. Beatty received his Bachelor of Arts degree from Wesleyan University (Phi Beta Kappa) and his Masters of Management with a specialization in Finance from the J.L.
Kellogg Graduate School of Management at Northwestern University (Austin Scholar).
He is a Certified Financial Planner® professional and a CPA/PFS (Certified Public Accountant with a designation as a Personal Financial Specialist).
Tidigare kända positioner av David L. Beatty
| Företag | Position | Slut |
|---|---|---|
Tanager Financial Services, Inc.
 Tanager Financial Services, Inc. Investment ManagersFinance Provides independent wealth advisory and management services to high net worth individuals, families, and related charitable entities | President | 2004-10-31 |
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Företagsledare/Principal | - |
David L. Beattys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
3
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Tanager Financial Services, Inc.
Tanager Financial Services, Inc. Investment ManagersFinance Provides independent wealth advisory and management services to high net worth individuals, families, and related charitable entities | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wesleyan University
 Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Finance |
