Relative Value Partners, LLC
David McGranahan is a seasoned financial professional with extensive experience in wealth management and asset allocation. Currently serving as a Financial Advisor and Partner at Relative Value Partners, LLC since September 2016, McGranahan focuses on creating tailored strategies to meet clients' financial goals. Previously, in a decade-long tenure at Credit Suisse Private Banking, McGranahan held leadership roles as Managing Director and Director, overseeing wealth management in the Midwest region and leading fixed income initiatives. Prior experience at Credit Suisse First Boston included directing US equity sales in Europe and advising institutional investors. McGranahan holds a Master's degree in Management with a focus on Finance and Corporate Strategy from Northwestern University and a Bachelor's degree in Politics and Economics from Princeton University.
Relative Value Partners, LLC
Relative Value Partners (RVP) is a SEC registered investment advisor that manages customized discretionary accounts for wealthy families and small institutions. RVP believes that asset allocation is the most critical component of a portfolio's total return and we work with clients to find a strategy that fits their financial needs and risk tolerance. RVP was founded in 2004 by Maury Fertig and Bob Huffman. Maury, Bob and the rest of the professional team have over 100 years of combined investment experience and continue to invest a part of their personal assets alongside RVP's clients.