David McShane,

David McShane,
CFP®, CFEd®, AAMS®

CEO, CCO and Co-Founder
dmcshane@natwp.com

 

Click here to join The Planning Club™ or purchase other services

Click here to schedule an appointment

David is the Chief Executive Officer, Chief Compliance Officer and Co-Founder of National Wealth Partners, LLC.  David has over 42 years of experience in senior roles in the financial and investment services industry.  His experience includes serving as Managing Director of International Money Markets in New York City for Royal Bank of Canada and Senior Vice President responsible for wealth management divisions at two national financial institutions.  David has also previously worked as an international bank inspector.

In addition, David previously was an adjunct professor at The College for Financial Planning and holds designations as a CERTIFIED FINANCIAL PLANNERTM, Certified Financial Educator® as well as an Accredited Asset Management SpecialistSM.  David received his Master of Business Administration degree from the University of Pittsburgh and Bachelor of Business Administration degree from the University of New Brunswick in Canada.  He is a member of Beta Gamma Sigma which is the premier honor society recognizing business excellence.

A lifelong athlete David enjoys spending time working with young athletes and in recent years has coached competitive ice hockey at the youth, High School, Travel and College levels.  He presently works with the youth programs under the oversight of the NHL Vegas Golden Knights.  He brings this strong sense of teamwork into the workplace and his relationships with clients and colleagues alike and believes one should always strive for winning relationships where everyone succeeds.

David lives in Las Vegas, NV with his wife Renee and their shelter dog Bubba.