David Robert Bockel
Gestionnaire de Portefeuille-Actions chez Crawford Investment Counsel, Inc.
Profil
Mr. David R.
Bockel, Jr., is a Portfolio Manager at Crawford Investment Counsel, Inc. He joined the firm in 2022 and is responsible for managing client portfolios.
Mr. Bockel was previously employed as a Lead Advisor by Resource Planning Group Ltd., and before that was the Founder and Chief Investment Officer of Old Ivy Asset Management.
He was also employed as a Portfolio Manager by Caldwell & Orkin, Inc., and a Principal by Fidelity National Bank (Decatur, Georgia).
He received his Bachelor’s degree in Economics from Vanderbilt University and has earned the CERTIFIED FINANCIAL PLANNER™ designation.
Postes actifs de David Robert Bockel
| Sociétés | Poste | Début |
|---|---|---|
Crawford Investment Counsel, Inc.
 Crawford Investment Counsel, Inc. Investment ManagersFinance Crawford Investment Counsel, Inc. (CIC) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1980 by John H. Crawford III. CIC provides investment advice on a discretionary basis to individuals, which include high net worth, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, Taft-Hartley plans, corporations, and other business entities. The firm also manages client accounts using wrap-fee programs sponsored by unaffiliated brokers/dealers. | Gestionnaire de Portefeuille-Actions | 01/09/2022 |
Anciens postes connus de David Robert Bockel
| Sociétés | Poste | Fin |
|---|---|---|
Resource Planning Group Ltd.
 Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Corporate Officer/Principal | 01/09/2022 |
Fidelity Bank (Atlanta, Georgia)
 Fidelity Bank (Atlanta, Georgia) Regional BanksFinance Part of Ameris Bancorp, Fidelity Bank is a commercial bank based in Atlanta, GA. The company provides commercial banking services. | Corporate Officer/Principal | 31/12/1999 |
Caldwell & Orkin, Inc.
 Caldwell & Orkin, Inc. Investment ManagersFinance Founded in 1989, Caldwell & Orkin, Inc. is a hedge fund manager located in Norcross, Georgia. The firm provides portfolio management services to individual clients and is the advisor to a private fund. They are also the sole shareholder of another advisor, C&O Funds Advisor, Inc., which is the investment manager of the Caldwell & Orkin Funds, Inc. and its mutual fund the Caldwell & Orkin Market Opportunity FUND (COAGX). | Compliance Officer | - |
Formation de David Robert Bockel
| Vanderbilt University | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Caldwell & Orkin, Inc.
Caldwell & Orkin, Inc. Investment ManagersFinance Founded in 1989, Caldwell & Orkin, Inc. is a hedge fund manager located in Norcross, Georgia. The firm provides portfolio management services to individual clients and is the advisor to a private fund. They are also the sole shareholder of another advisor, C&O Funds Advisor, Inc., which is the investment manager of the Caldwell & Orkin Funds, Inc. and its mutual fund the Caldwell & Orkin Market Opportunity FUND (COAGX). | Finance |
Crawford Investment Counsel, Inc.
Crawford Investment Counsel, Inc. Investment ManagersFinance Crawford Investment Counsel, Inc. (CIC) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1980 by John H. Crawford III. CIC provides investment advice on a discretionary basis to individuals, which include high net worth, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, Taft-Hartley plans, corporations, and other business entities. The firm also manages client accounts using wrap-fee programs sponsored by unaffiliated brokers/dealers. | Finance |
Fidelity Bank (Atlanta, Georgia)
Fidelity Bank (Atlanta, Georgia) Regional BanksFinance Part of Ameris Bancorp, Fidelity Bank is a commercial bank based in Atlanta, GA. The company provides commercial banking services. | Finance |
Resource Planning Group Ltd.
Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Finance |
