Author: David Hunter, CFA®

Chief Investment Officer
As Chief Investment Officer, David is a key contributor to Rhame & Gorrell Wealth Management’s investment research and due diligence process. David is a member of the Investment Committee, managing client portfolios and assisting the Wealth Managers by gathering and analyzing data, developing financial planning recommendations, and providing clients a clearer picture of their financial health by understanding their needs through retirement. He has also achieved the prestigious Chartered Financial Analyst® (CFA®) designation.

David graduated Cum Laude with Honors from the University of Alabama with a double major undergraduate degree in finance and economics. He also received a master’s degree in Applied Economics through the school’s dual degree program.

David moved from Memphis to The Woodlands in 2018. While in Memphis, David worked for Morgan Stanley Wealth Management as a financial analyst researching investment solutions and producing presentations to best service clients under his team’s management. David’s Morgan Stanley team made the jump to the RIA space as its own investment firm and David joined them on this new opportunity to continue his role as the company’s financial analyst. In addition to his previous role, David managed the firm’s investment and data management technology along with managing the company’s trading operations.

Recently David has been invited to participate on a panel at the Texas RIA Summit in Dallas, where he will be discussing “Trends and Market Forecast: How are investors mitigating risk from global forces while protecting and growing portfolios for their Clients?”