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David Andrew Hawal
Directeur de Recherche - Fxd Inc chez
Envestnet Asset Management, Inc.
Profil
Mr. David A. Hawal, CFA MBA, is a Principal Director of Equity & Fixed Income Investment Research at Envestnet Asset Management, Inc. In this role, he oversees the firm’s research and due diligence efforts on active equity and fixed income managers, and is responsible for the leadership, organizational, and administrative functions of the traditional research team.
Mr. Hawal has been a member of the PMC Research Team since 2013, having performed manager research and due diligence on separate account, mutual fund, and ETF investment managers across a variety of asset classes.
He has over 15 years of investment industry experience.
Mr. Hawal began his career at Envestnet in 2009 as a Senior Portfolio Specialist, where he managed trading responsibilities for client mutual fund wraps, separate accounts, and fund strategist portfolios.
Prior to joining Envestnet, he worked as a trading specialist at Charles Schwab, beginning in 2007.
In this role he primarily focused on equity and mutual fund trading.
Mr. Hawal also served as a resolution manager on Schwab’s client advocacy team.
He received a BBA degree in International Business and Spanish from Loyola University Maryland, as well as an MBA in Finance from John Carroll University.
Mr. Hawal has earned the right to use the Charted Financial Analyst (CFA) designation and is a member of the CFA Society of Colorado.
Postes actifs de David Andrew Hawal
| Sociétés | Poste | Début |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Directeur de Recherche - Fxd Inc | 01/01/2009 |
Anciens postes connus de David Andrew Hawal
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de David Andrew Hawal
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
John Carroll University
 John Carroll University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loyola University Maryland, Inc.
 Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
