David Bockel Email & Phone Number
Portfolio Manager @ Crawford Investment Counsel
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David Bockel Location
- Atlanta, GA, US
David Bockel Work
- 2022 -now Portfolio Manager @
- 2021 -2022 Lead Advisor @
- 2018 -2022 Founder and Chief Investment Officer @ Old Ivy Asset Management
- 2012 -2017 CCO and COO @ Caldwell & Orkin Inc
- 2005 -2017 Portfolio Manager @ Caldwell & Orkin Inc
- 2003 -2017 Analyst @ Caldwell & Orkin Inc
- 2000 -2017 Trader @ Caldwell & Orkin Inc
- 1999 -2000 Lead Teller @
David Bockel Education
- University of Georgia - Terry College of Business
(Financial Planning)
2019-2020 - Vanderbilt University
Bachelor of Science - BS (Economics)
1995-1999 - The Lovett School 1989-1995
David Bockel Skills
- Investment Advisory
- Capital Markets
- Equity Research
- Investment Management
- Portfolio Management
- Equities
- Asset Managment
- Asset Allocation
- Alternative Investments
- Investment Strategies
- Financial Analysis
- Investments
- Hedge Funds
- Fixed Income
- Valuation
- Wealth Management
- Securities
- Due Diligence
- Risk Management
- Financial Markets
- Woodworking
- Photography
- Financial Risk
- Trading
- Mutual Funds
- Options
- Finance
- Technical Analysis
- Equity Trading
- Financial Services
- Bloomberg
- Series 65
- Equity Research Analysis
- Stock Picking
- Management Due Diligence
- Wood Turning
- Fundamental Analysis
- Separately Managed Accounts
- Risk Compliance
- Money Management
- Security Analysis
- Wealth Management Services
- Market Analysis
- Fiduciary
- Portfolio Managers
- Financial Planning
- Analytical Skills
- woodturning
- Certified Financial Planner
- Personal Financial Planning
David Bockel Summary
- David Bockel, based in Atlanta, GA, US, is currently a Portfolio Manager at Crawford Investment Counsel. David Bockel brings experience from previous roles at Resource Planning Group, Old Ivy Asset Management and Caldwell & Orkin Inc. David Bockel holds a 2019 - 2020 University of Georgia - Terry College of Business. With a robust skill set that includes Investment Advisory, Capital Markets, Equity Research, Investment Management, Portfolio Management and more. David Bockel has 2 emails and 1 mobile phone numbers on RocketReach.
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