David Malmgren, CFAPosted on
With over two decades of experience in Investment Management, David serves as a Portfolio Manager to FBB Capital Partners’ clients. David actively works with clients to identify investment strategies, evaluate current financial goals, and manage their investment portfolios. As a member of the investment committee, David provides research and guidance to the team related to current and future investment opportunities. David developed and manages the firm’s tactical Growth Momentum investment strategy, a quantitatively driven approach for capital appreciation.
Prior to joining FBB Capital Partners, David was a portfolio manager with Rydex Investments where his responsibilities included research and the management of five U.S. sector funds, two international funds, and overseeing the investment operations of the Rydex Series Trust Equal Weight ETF.
David received an MBA in Finance and Investments from The George Washington University and is a member of Beta Gamma Sigma, the business school honor society. David is a CFA charterholder and a member of the CFA Society of Washington as well as the Washington Association of Money Managers.
David and his wife Pam are theater enthusiasts and are active in the arts community.