David G. McBride, CFA®

David G. McBride is a Portfolio Manager at MIM. David is responsible for the management of equity, balanced and fixed income accounts and serves on our Investment Strategy Committee.

David has over 20 years of investment management experience. He began his career as a Research Analyst with a local money management firm and later worked as a Portfolio Analyst with PaineWebber.  Prior  to  joining  MIM, David spent eight years working as a Portfolio Manager handling both high-net-worth and institutional accounts.

David holds a BS degree from Auburn University and an MBA with a concentration in Finance from Georgia State University. He holds the Chartered Financial Analyst® designation* and is a member of CFA Society Atlanta.

* The Chartered Financial Analyst® (“CFA®”) designation is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charterholder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program, a candidate must hold a bachelor's degree.