![David A. McInnis](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. David A. McInnis is a Principal at Constellation Wealth Advisors LLC.
ost recently, he worked for a multi-family office as a Principal specializing in comprehensive advisory plans.
He previously was a Partner and Portfolio Manager for a small, independent equity investment management firm.
From 1992 through 2006, as a Managing Director in Deutsche Bank Alex.
Brown's San Francisco office, he advised entrepreneurs, capital sponsors, and wealthy families in asset concentration and allocation as well as trust and estate techniques.
He spent the first four years of his career with Bear Stearns & Company beginning in 1986.
Mr. McInnis earned a Bachelor of Science degree in Business Administration, Financial Services from San Diego State University.
He is an avid athlete and spends his free time in the outdoors with his family and friends.
He lives with his wife and three children in Larkspur, California.
Anciens postes connus de David A. McInnis
| Sociétés | Poste | Fin |
|---|---|---|
Fairview Capital Investment Management LLC
 Fairview Capital Investment Management LLC Investment ManagersFinance Fairview Capital creates diversified, customized portfolios structured to meet specific financial objectives. The firm tends to manage a concentrated – yet adequately diversified – portfolio consisting of 15 to 25 securities, but the number of holdings for any client may be different. | Gestionnaire de Portefeuille-Actions | 30/09/2008 |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services | Corporate Officer/Principal | 31/12/2006 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Corporate Officer/Principal | 31/12/1991 |
Constellation Wealth Advisors LLC
 Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings. | Corporate Officer/Principal | - |
Formation de David A. McInnis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Fairview Capital Investment Management LLC
Fairview Capital Investment Management LLC Investment ManagersFinance Fairview Capital creates diversified, customized portfolios structured to meet specific financial objectives. The firm tends to manage a concentrated – yet adequately diversified – portfolio consisting of 15 to 25 securities, but the number of holdings for any client may be different. | Finance |
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings. | Finance |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Provides wealth management services | Finance |
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
