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David P. McGrath, CFA®

Mr. McGrath is responsible for developing and managing wealth management relationships in South Alabama for Oakworth Capital Bank. He is also a member of Oakworth Capital’s Investment Strategy Committee and serves as Chief Equity Strategist. Mr. McGrath has 29 years of experience in asset management. Prior to joining Oakworth Capital, he spent 19 years at Regions Bank in various capacities including management of three proprietary mutual funds with assets of over $1.2 billion. David is active with Big Brothers Big Sisters of South Alabama.

Education

  • Bachelor of Arts with a concentration in Finance from the University of Memphis
  • MBA with a concentration in Finance from Bryant University
  • Chartered Financial Analyst (CFA) designation

Core Disciplines

Client Support