David Kassir
CEO / Trusted Financial Advisor
“ Among his clients are affluent individuals and families, business owners and executives, professionals, divorcees and retirees. Mr. Kassir’s focus & strength is in strategy, creating systems & processes for each client in the planning process. ”
Formerly raised in Virginia Beach, VA, Mr. Kassir began his wealth management career in 1995. At an early age he naturally gravitated towards finance.
Following the advice of his father, a restaurateur in Virginia Beach, in 1995 David Kassir sought an internship with a renowned regional investment firm, Wheat First Butcher & Singer. Later hired as an executive at the firm he specialized in corporate retirement plans. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Securities), where he was promoted to Vice President. Eager, however, to provide his clients with the best possible service, independent research and personalized money management in 2002 he founded his own investment firm, Georgetown Private Cliente’, working in cooperation with Bank of New York and Next Financial Group, Inc. In 2007 Georgetown Private Cliente entered into an agreement to buyout an established investment firm, Schafer Financial Services. Later that year Mr. Kassir purchased Sterling Capital Management.
In furtherance of our expansion in 2009 Georgetown Private Cliente entered into another agreement to buyout a renowned broker/dealer, Manna Financial Services Corporation, a distinguished investment firm since 1962 with assets under management of approximately $100 million - Together we are now Manna Capital Management.
Among his clients are affluent individuals and families, business owners and executives, professionals, divorcees and retirees. Mr. Kassir’s focus & strength is in strategy, creating systems & processes which enable clients to harness the power in all markets; Stock, Bond, Option & Real Estate. Most of our clients have accumulated a considerable amount of wealth, and are fully engaged in their careers, charitable activities and favorite pastimes, so they count on us to handle the day-to-day management of their investment plans & real estate needs.
Mr. Kassir’s passion and unwavering enthusiasm for the topic and practice of wealth building has lead him to his dream career as well as into other ventures such as an investment property management company and a 501c3 nonprofit organization aimed at easing the lives of homeless individuals in the Washington, D.C. metro area.