Profile
Mr. Beatty joined Calibre in 2004.
Before joining Calibre, Mr. Beatty was President and CEO of Tanager Financial Services, a multi-family office and investment consulting practice based in the Boston area.
Mr. Beatty co-founded Tanager in 1995 and grew it to be the 10th largest independent wealth manager in the U.S.
before its sale to Wachovia in 2004.
Prior to founding Tanager, Mr. Beatty was a financial and investment advisor to wealthy families for a Boston wealth management firm.
Previously, he served as the lead individual income tax and personal financial planning specialist for the Boston office of Price Waterhouse.
Mr. Beatty gained additional experience as Controller of a not-for-profit organization.
Mr. Beatty received his Bachelor of Arts degree from Wesleyan University (Phi Beta Kappa) and his Masters of Management with a specialization in Finance from the J.L.
Kellogg Graduate School of Management at Northwestern University (Austin Scholar).
He is a Certified Financial Planner® professional and a CPA/PFS (Certified Public Accountant with a designation as a Personal Financial Specialist).
Former positions of David L. Beatty
Companies | Position | End |
---|---|---|
Tanager Financial Services, Inc. | President | 30/10/2004 |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Corporate Officer/Principal | - |
Training of David L. Beatty
Wesleyan University | Undergraduate Degree |
Northwestern University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
Tanager Financial Services, Inc. | Finance |
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