Profile
Mr. Schwarzenberger began his career in the investment industry in 1995, working as an intern on the Ecuadorian Stock Exchange in Quito.
Later that year, he was hired as a financial analyst for Benefit Consultants, Inc., a life insurance company.
In 1998 he joined the investment consulting firm Dorn, Helliesen & Cottle (now part of Milliman USA) as an Associate.
In 2003, he was employed as Manager of Investments for the Masonic Grand Lodge of California.
He joined Wentworth, Hauser and Violich in 2004.
Mr. Schwarzenberger was awarded the Chartered Financial Analyst designation in 2004.
Mr. Schwarzenberger received a BBA from Boise State University in 1995.
Former positions of David Schwarzenberger
| Companies | Position | End |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Sales & Marketing | 2008-12-30 |
Dorn, Helliesen & Cottle, Inc.
 Dorn, Helliesen & Cottle, Inc. Investment ManagersFinance Dorn, Helliesen & Cottle, Inc. provided investment consulting services. The company was headquartered in San Francisco, CA. | Corporate Officer/Principal | 2002-12-30 |
Benefit Consultants, Inc.
 Benefit Consultants, Inc. Insurance Brokers/ServicesFinance Benefit Consultants, Inc. provides brokerage services. It specializes in employee benefits plans and packages, and the insurance and financial planning needs. The company is headquartered in Princeton, NJ. | Corporate Officer/Principal | 1997-12-30 |
Training of David Schwarzenberger
| Boise State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Benefit Consultants, Inc.
Benefit Consultants, Inc. Insurance Brokers/ServicesFinance Benefit Consultants, Inc. provides brokerage services. It specializes in employee benefits plans and packages, and the insurance and financial planning needs. The company is headquartered in Princeton, NJ. | Finance |
Dorn, Helliesen & Cottle, Inc.
Dorn, Helliesen & Cottle, Inc. Investment ManagersFinance Dorn, Helliesen & Cottle, Inc. provided investment consulting services. The company was headquartered in San Francisco, CA. | Finance |
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