As Portfolio Manager with Kenjol Capital Management, David is responsible for researching and analyzing investment opportunities as well as executing trades and directing IPO participation on behalf of clients. David is instrumental in maintaining and updating the KCM Investment Portfolio Composites through accurate, informed assessments. He also implements Kenjol's time-tested investment strategies and supervises Fidelity's custodial relationship with Kenjol Capital Management.
Prior to joining Kenjol Capital Management nearly three years ago, David interned at Wells Fargo Investments where he performed financial investment research and analysis. David has an entrepreneurial side having formed D&E Partners in late 2003. He regularly attends finance and accounting training programs through Fidelity to stay informed and up-to-date about changes and opportunities in the marketplace.
David attended The University of Texas at Austin and graduated with Honors with a Bachelor of Business Administration in Finance. He was the Risk Management Chairman of Zeta Beta Tau Fraternity and was instrumental in bringing the Caravan for Democracy program, which fosters discussion about the Middle East at college campuses by featuring different speakers from Israel, to campus.
He is currently a member of Austin's Young Men's Business League. He also has participated in various volunteer activities through religious organizations including Congregation Agudath Jacob, and Friends Through the Generations / Bikor Cholim, where for two years he helped organize and supervise a program to visit the sick and elderly.