Meet David McCary

David is a creative problem solving Wealth Manager ...

David is a creative problem solving Wealth Manager ...

... a three generation family man ...

... a three generation family man ...

... and a professional ski instructor (pictured with wife Tina).

... and a professional ski instructor (pictured with wife Tina).

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 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 commercial real estate (Aetna Realty), entrepreneurship (McCary Stevens Associates, Inc.), and  early stage venture capital (Duxford Capital Advisors, LLC). David felt ready to start and manage his father's single family office when his father asked in 2001. And he's enjoying expanding that practice now with McCary Anheuser Wealth Management, LLC. 


If interested in his easily shareable resume, click here: McCary Resume. His LinkedIn resume is here: McCary on LinkedIn

Client Centered

While McCary Anheuser Wealth Management, LLC is a newly registered investment advisory firm, David, its founding owner / partner, has over 18 years' experience as lead advisor to his family's virtual single-family office. The office 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 it's portfolio.



Client Centered

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):


Client Centered

David currently sits on the following three endowment Boards of Directors advising them on their investment portfolios:

  • University of Hartford Art School
  • The Colt Family Bequest
  • Episcopal Bishop of Connecticut Endowment

 

David also enjoys skiing (finishing his 11th year as a PSIA Certified ski instructor), photography (professional landscape and wildlife photographer at www.dwmccary.com), hiking (www.becominga46er.com), biking, fishing, hunting, diving, golf, and he received his private pilot license while living in New York City in the 1980’s.

David lives in West Hartford with his wife, Tina, and together they have three adult children, Rob, Lindsay and Charlotte.


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.