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Second Peak

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1 contribution to Second Peak
Dave. Late 60's. Connecticut.
The 'last 20 years' I boot-strapped a private commercial mortgage rating business for institutional clients investing in that space. Grew nicely until the commercial mortgage market blew up in 2008. Currently building a concierge wealthcare practice for healthcare professionals and business owners. The challenge is marketing against large financial advisors like Goldman Sachs and Merrill Lynch.
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David McCary
1
3 points to level up
@david-mccary-6416
Concierge Wealthcare Professional fiduciary helping uhnw families create wealth across generations. Practice nationwide.

Active 14d ago
Joined Sep 3, 2026
ENTP
West Hartford, Connecticut