David McNaughton

Investment Management Consultant, Private Wealth Management

David McNaughton, CFA, CAIA, possesses a robust background in financial services, having held various roles in prominent institutions. Experience includes serving as Assistant Vice President in Global Client Service at Brown Brothers Harriman from November 2017 to November 2021 and a Senior Associate at SVB Private from November 2021 to October 2023. Currently, David McNaughton is an Investment Management Consultant in Private Wealth Management at Fidelity Investments. Educational credentials include a degree in Economics from the University of Glasgow and a B.A. in Managerial Economics and Sociology from Ohio Wesleyan University.

Location

Boston, United States

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