David P. McGrath

Associate Managing Director, Wealth ManagementMobile Office

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. Prior to joining Oakworth Capital, Mr. McGrath has 24 years of experience in asset management, with his last 19 years spent at Regions Bank in various capacities including management of three proprietary mutual funds with assets of over $1.2 billion. David currently serves on the City of Mobile Citizens Budget & Finance Advisory Committee, and 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