David Randall Schawel
Chief Investment Officer at Family Management Corp.
Profile
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.
David Randall Schawel active positions
Companies | Position | Start |
---|---|---|
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. | Chief Investment Officer | 2016-12-31 |
Former positions of David Randall Schawel
Companies | Position | End |
---|---|---|
SQUARE 1 FINANCIAL INC | Corporate Officer/Principal | 2014-12-31 |
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 | - |
Training of David Randall Schawel
North Carolina State University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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 |
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