15 North Main Street
From about the age of 12, when David realized he'd probably need to manage wealth later in life, he set a career course that would help him master the art and science of wealth management.
These steps included majoring in Economics in college (Middlebury College), working as a loan officer for a NYC Private Bank (later merged with JP Morgan) focusing on ultra-high net worth clients, getting an MBA in Finance (Dartmouth), working in the alternative asset classes including as a commercial real estate investment officer (Aetna Realty), a co-founding owner and entrepreneur (McCary Stevens Associates, Inc.), and co-founding owner of an early stage venture capital investment company (Duxford Capital Advisors, LLC). David felt ready to co-found and act as lead advisor to his father's single family office when his father asked in 2001. Along the way he also received his CFA (level-1) and is a CERTIFIED FINANCIAL PLANNER™. He's now enjoying expanding his wealth management practice to include other families wanting to create wealth across generations.
David also enjoys skiing (including being a PSIA Certified Ski Instructor), photography (www.dwmccary.com), hiking (www.becominga46er.com), biking, fishing, hunting, diving, golf, and flying small planes. David lives in West Hartford, CT with his wife Tina and together they have three adult children and one grandchild.
If interested in his easily shareable resume, click here: McCary Resume. His LinkedIn resume is here: McCary on LinkedIn. His Blog is here: McCary Blog.
While McCary Anheuser Wealth Management, LLC is a relatively new registered investment advisory firm, David McCary, its founding owner / partner, has over 20 years experience as lead advisor to his family's virtual single-family office. The office, which he co-founded with his father, manages wealth for generations 5, 6 and 7 from the original family entrepreneur, Eberhard Anheuser. Eberhard founded Anheuser Busch ("AB") in the 1860's. It became the first nationally brewed and distributed beer in the United States. Prior to AB, beer was only locally brewed and consumed because of its short shelf life. AB was the first brewer to develop pasteurization and cold rail-car shipping to overcome the short shelf-life issue. Other brewers followed, but AB held its first-mover lead for many decades. Finally, in 2008 Warren Buffet and InBev purchased all the shares of AB and our family finally diversified our portfolio.
David graduated from Dartmouth College’s Amos Tuck School of Business in 1987 with a Master’s in Business Administration (MBA) degree in Finance, graduating with the Arnold F. Adams Entrepreneurship award. Prior to that, he graduated from Middlebury College in Middlebury, VT with a degree in Economics.
David is also a member of the following financial planning and investment advising associations, giving him (and therefore his clients) access to some of the best minds in wealth management (click to see his Directory Listing at these first six associations):
David currently sits on the following three endowment Boards of Directors advising them on their investment portfolios:
David recently participated as a panelist in a Financial Planning & Wealth Management Summit for women entrepreneurs organized by Purvi Tantia. In their 20 minute interview David describes how he helps families create and sustain wealth across generations. The family's wealth can then, in turn, help some of those family members fund their own entrepreneurial startups.
To view their 20 minute interview click the link below.
David was recently a guest on Angelina Carleton's Design Your Legacy podcast show. In their 30 minute interview David describes a number of ways families can design their own legacies within their families which can include creating and sustaining wealth in its many forms across multiple generations.
To view their 30 minute interview click the link below.
David recently participated in the American Heart Association's workshop on working with wealthy donors and their advisors organized by Ed Rodbro, CAP, Senior Advisor in the Charitable Estate Planning Mission Advancement Department of the American Heart Association ("AHA"). In their 7 minute interview David describes how some of the practices and procedures developed collaboratively by medical professionals and the AHA helped save his father's life. He also shares some thoughts on how the AHA might further connect with donors and their advisors for the benefit of all.
To view their 7 minute interview (click here).
To view AHA's Giving Impact Brochure (click here).
This short video explains how fee-only, buy-side fiduciaries like David have fewer conflicts of interest with their clients compared to commission-based, sell-side advisors.
Fee-only fiduciary advisors like David comprise only about 1% of all advisors in the country. So finding one is like finding a needle in a haystack!