David Robert Bockel
Portfolio Manager-Equities at Crawford Investment Counsel, Inc.
David Robert Bockel active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 2022-08-31 | - |
Career history of David Robert Bockel
Former positions of David Robert Bockel
Companies | Position | Start | End |
---|---|---|---|
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 | 2021-03-31 | 2022-08-31 |
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 | 1999-12-30 | 1999-12-30 |
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 | 1999-12-31 | - |
Portfolio Manager-Equities | 1999-12-31 | - |
Training of David Robert Bockel
Vanderbilt University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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 |
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 |
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 |
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