MCKINLEY CARTER WEALTH SERVICES, INC. of WHEELING, WV is an SEC-registered investment adviser (CRD 135184). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Abraham Thomas | CHIEF COMPLIANCE OFFICER & CHIEF HUMAN RESOURCE OFFICER; DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | Toronto, A6 |
| David Holman Mckinley | PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER; PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | — |
| Brian Tyrone Gongaware | DIRECTOR, ADVISORY SERVICES; DIRECTOR OF GROWTH | — |
| Lori Beth Payne | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Meredith Leigh Trischler | CONTROLLER | — |
| Tyrone Conway Phillippi | DIRECTOR OF WEALTH MANAGEMENT; REGIONAL MANAGING DIRECTOR | — |
| John James Binz | CHIEF COMPLIANCE OFFICER | — |
| GONGAWARE BRIAN TYRONE | DIRECTOR, ADVISORY SERVICES; DIRECTOR, ADVISORY SERVICES, CHIEF COMPLIANCE OFFICER; REGIONAL MANAGING DIRECTOR | — |
| MCKINLEY DAVID HOLMAN | MANAGING DIRECTOR; MANAGING MEMBER; PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| BASINGER CAMILLE DENISE | CHIEF COMPLIANCE OFFICER | — |
| REED LAURA OLECH | DIRECTOR OF MARKETING | — |
| LIPTON BRIAN ROSS | REGIONAL DIRECTOR | — |
| CARTER WILLIAM WALDEN | DIRECTOR OF WEALTH MANAGEMENT; DIRECTOR, WEALTH MANAGEMENT AND TRUST SERVICES | — |
| PHILLIPPI TYRONE CONWAY | REGIONAL MANAGING DIRECTOR | — |
| SOMMERS BRIAN SCOTT | CHIEF INVESTMENT OFFICER | — |
| CRIMMINS ARTHUR LAWRENCE | CHIEF FINANCIAL OFFICER | — |
| JAVERSAK DAVID THOMAS | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF COMPLIANCE OFFICER | — |
| SHIPLEY WILLIAM R | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| TIPPER FREDERIC HOWELLS | CHIEF INVESTMENT OFFICER | — |
| PAYNE LORI BETH | CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| TRISCHLER MEREDITH LEIGH | CONTROLLER | — |
| Binz John James | CHIEF COMPLIANCE OFFICER | — |
| David Payne Nolan | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLESTON | WV | 9 | (304) 346-3700 |
| CHARLESTON | WV | 9 | (304) 346-3700 |
| DAYTON | OH | 7 | 937-438-8000 |
| DAYTON | OH | 7 | 937-438-8000 |
| WEXFORD | PA | 4 | (724)940-4400 |
| WEXFORD | PA | 4 | (724)940-4400 |
| — | — | 1 | 304-346-3700 |
| — | — | 1 | 304-346-3700 |