Anthony David is an experienced financial professional currently serving as the Chief Executive Officer and Private Wealth Advisor at Adalan Private Wealth since August 2021. In addition, Anthony holds the position of Managing Director in Private Wealth at Concurrent, starting in October 2023. Prior to these roles, Anthony accumulated significant experience at Morgan Stanley, where a tenure from June 2001 to August 2021 included responsibilities as Senior Vice President - Financial Advisor and Senior Investment Management Consultant. Anthony earned a Bachelor of Business Administration in Finance from The George Washington University between 1997 and 2001.
This person is not in any teams
This person is not in any offices