David Henry, CFA®, is a career investment professional experienced in all facets of the investment business, counseling Individuals, Foundations & Endowments, and Institutional Pension Plans. For the past decades, David counseled Private Clients. Before his current role with Finer Wealth Management, he served as the CIO for the Family Office of the late Richard Egan, headed the Private Client practice at the Wellesley Group, was a Sales and Relationship Manager for P/E Investments and Financial Advisor with Baystate Financial.
David chairs the Investment Committee for Northeast ARC. He also serves on Essex County Community Foundation, and North Shore Community College Investment Committees and advises Montserrat College of Art. David was formerly the Treasurer of Historic Salem, Inc.
David holds an MBA from the University of Houston and a BBA from the University of Cincinnati. He is a Chartered Financial Analyst and maintains Series 7 & 66 licenses.