David Andrew Hawal
Onderzoeksdirecteur - Fxd Inc bij Envestnet Asset Management, Inc.
Profiel
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.
Actieve functies van David Andrew Hawal
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Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Onderzoeksdirecteur - Fxd Inc | 01-01-2009 |
Eerdere bekende functies van David Andrew Hawal
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Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
Opleiding van David Andrew Hawal
Loyola University Maryland, Inc. | Undergraduate Degree |
John Carroll University | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven in privébezit | 2 |
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Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |