David Carey, CIMA®

David Carey, CIMA®

Managing Director - Investments

Dave Carey is a Managing Director – Investments in the Private Client Division of Oppenheimer & Co. Inc. “Oppenheimer”.  He focuses on wealth management, specifically wealth planning strategies, asset allocation and professional money management. His clients include entrepreneurs, corporate executives, certified public accountants, attorneys and sports personalities. He employs traditional as well as alternative investments for qualified investors.

Since Dave joined Oppenheimer in 1987, he has held a variety of responsible positions at the Firm. He first served as a research analyst and Director of Marketing for the Firm’s proprietary Merger Arbitrage Department, and rose to manage its Private and Corporate Services Group based in New York. In 1995, he opened Oppenheimer’s San Francisco office before returning to his private investment practice to serve his clients full-time.  Dave is a member of the Firm’s prestigious Chairman’s Council which recognizes Oppenheimer’s Top 40 Financial Advisors and is a member of The President’s Advisory Council of Oppenheimer Asset Management, Inc. “OAM”.  Dave is also a member of FINRA’s NYSE Hearing Board and is a past Trustee of the Drew School.

Dave began his investment career with Smith Barney Harris Upham in 1983. He received the Certified Investment Management Analyst® (CIMA®) designation from the Investment Management Consulting Association through coursework at the Wharton School of Business, University of Pennsylvania. He received his undergraduate education from the State University of New York at Buffalo.

Dave and his wife have three daughters and live in Marin County. In his spare time he enjoys biking, skiing and travelling with his family.

Phone (415) 438-2901
Fax (415) 438-2900