McKinley Carter Wealth Services, a regional wealth management firm with offices in Wheeling and Charleston, West Virginia as well as Pittsburgh, Pennsylvania, is pleased to announce that Fred H. Tipper has joined the team as the firm’s Director of Investments.
David H. McKinley, President and Managing Director for McKinley Carter stated, “Fred and I have known each other for many years and, based on respect for each other’s accomplishments, have stayed in touch looking for the right opportunity to work together”.
Tipper graduated from WV Wesleyan with a Bachelor’s Degree in Economics. Since then, he has accumulated 30 years of experience directly in the field of investments during which he has overseen investment programs with more than $6 billion in assets under management.
Previously, Tipper held positions as Vice President and Senior Investment Consultant, Senior Portfolio Manager and Chief Investment Officer.
“I am particularly impressed by the business configuration McKinley Carter has built and their vision for the future,” Tipper stated. “McKinley Carter has built a sophisticated investment program, assembled an impressive team of professionals and has invested in state of the art technology that significantly increases the likelihood that clients will realize their financial goals. I am quite excited about this opportunity to advance my career and to work with some of the talented professionals at McKinley Carter” Tipper concluded.
In addition to serving as McKinley Carter’s Director of Investments, Tipper will also be leading the firm’s new presence in the Parkersburg area. To celebrate, McKinley Carter will be holding an event at the Parkersburg Country Club in late October.
McKinley Carter Wealth Services is an SEC registered independent wealth management firm. With nearly $600 million in assets under management, McKinley Carter provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Group Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Philanthropic Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. For more information visit www.mckinleycarter.com.
