Envestnet
David Hawal, CFA, is a seasoned investment professional with over a decade of experience in investment research and asset management. At Envestnet since October 2009, David has held various roles including Principal Director of Investment Research specializing in equity and fixed income, and Senior Portfolio Specialist managing over $6 billion in assets. Prior experience includes working at Charles Schwab & Co as a Registered Representative, where responsibilities included executing market trades and contributing to the acquisition of over $5 million in new assets. David holds an MBA in Finance from John Carroll University and a Bachelor's degree in International Business and Spanish from Loyola University Maryland.
This person is not in any teams
This person is not in any offices
Envestnet
20 followers
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.