David Randall Schawel
Directeur en chef des Investissements chez Family Management Corp.
Profil
Mr. David R.
Schawel, CFA, is a Chief Investment Officer at Family Management Corp.
He joined the firm in 2017.
He joined the firm from New River Investments where he managed private investment portfolios.
From 2008 to 2015, he was Vice President and Portfolio Manager for Square 1 Financial and sat on the investment committee for Square 1 Asset Management.
Prior to Square 1, he held various positions in equity research and investment banking.
He is a Chartered Financial Analyst and graduated from North Carolina State University with a Bachelor of Science degree in Business Management with a concentration in Finance.
Postes actifs de David Randall Schawel
Sociétés | Poste | Début |
---|---|---|
Family Management Corp.
Family Management Corp. Investment ManagersFinance Family Management Corp. (FMC) is a privately held, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Seymour Zises and Andrea Tessler in 1989. FMC provides investment advice to individuals, families, private funds, pension and profit-sharing plans, trusts, estates, or charitable organizations and corporations or business entities. | Directeur en chef des Investissements | 01/01/2017 |
Anciens postes connus de David Randall Schawel
Sociétés | Poste | Fin |
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SQUARE 1 FINANCIAL INC | Corporate Officer/Principal | 01/01/2015 |
Roditi, Roditi & DesRocher LLC
Roditi, Roditi & DesRocher LLC Investment ManagersFinance Roditi, Roditi & DesRocher LLC provides investment advice. The private company is based in Fort Lauderdale, FL. | Corporate Officer/Principal | - |
Formation de David Randall Schawel
North Carolina State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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Square 1 Financial, Inc.
Square 1 Financial, Inc. Regional BanksFinance Square 1 Financial, Inc. operates as a bank holding company for Square 1 Bank, which provides financial services to entrepreneurs and venture capitalists. It provides financial services, which includes term commercial loans, revolving lines of credit, asset-based loans, deposit products and fee-based banking services, including credit cards, foreign exchange, cash management and letters of credit. The company was founded by Casey Richard J and Casey Susan G on August 8, 2004 and is headquartered in Durham, NC. | Finance |
Family Management Corp.
Family Management Corp. Investment ManagersFinance Family Management Corp. (FMC) is a privately held, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Seymour Zises and Andrea Tessler in 1989. FMC provides investment advice to individuals, families, private funds, pension and profit-sharing plans, trusts, estates, or charitable organizations and corporations or business entities. | Finance |
Roditi, Roditi & DesRocher LLC
Roditi, Roditi & DesRocher LLC Investment ManagersFinance Roditi, Roditi & DesRocher LLC provides investment advice. The private company is based in Fort Lauderdale, FL. | Finance |