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David Frederic Schroll
Portfolio Manager-Equities at
Logan Capital Management, Inc.
Profile
Mr. David F.
Schroll is a Managing Director at Logan Capital Management, Inc.
Prior to joining Logan, David was a co-managing member of Waterloo International Advisors LLC, the General Partner of Waterloo Partners LP.
He also managed the short side of the portfolio for Argos Partners.
He has also worked in institutional equity services at Paine Webber, Sanford Bernstein and Merrill Lynch Capital Markets, advising large clients in Minneapolis, Chicago, New York and Philadelphia.
David holds a BA and a MA in Finance from the University of Iowa.
David Frederic Schroll active positions
| Companies | Position | Start |
|---|---|---|
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Portfolio Manager-Equities | 01/12/2017 |
Former positions of David Frederic Schroll
| Companies | Position | End |
|---|---|---|
Waterloo International Advisors LLC
 Waterloo International Advisors LLC Investment ManagersFinance Waterloo International Advisors seeks to achieve capital appreciation for institutional and retail/HNW investors. Waterloo offers short only and long/short asset allocation strategies primarily in U.S. traded equities and ETFs. Waterloo’s investment approach is based on a disciplined, methodical search for “flawed” companies with timely catalysts. The firm prefers to invest in large-cap growth stocks. | Founder | 01/12/2017 |
Merrill Lynch Capital Markets
 Merrill Lynch Capital Markets Investment Banks/BrokersFinance Security Brokers Dealers and Flotation Companies | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co., Inc.
 Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | - |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Tuckerbrook Alternative Investments LP
 Tuckerbrook Alternative Investments LP Investment ManagersFinance Tuckerbrook Alternative Investments seeks to provide superior risk-adjusted returns through a variety of alternative investment strategies including value-based long and short investing and global distressed investing. | Portfolio Manager-Equities | - |
Training of David Frederic Schroll
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
20
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Profile Unavailable | Finance |
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tuckerbrook Alternative Investments LP
Tuckerbrook Alternative Investments LP Investment ManagersFinance Tuckerbrook Alternative Investments seeks to provide superior risk-adjusted returns through a variety of alternative investment strategies including value-based long and short investing and global distressed investing. | Finance |
Merrill Lynch Capital Markets
Merrill Lynch Capital Markets Investment Banks/BrokersFinance Security Brokers Dealers and Flotation Companies | Finance |
Waterloo International Advisors LLC
Waterloo International Advisors LLC Investment ManagersFinance Waterloo International Advisors seeks to achieve capital appreciation for institutional and retail/HNW investors. Waterloo offers short only and long/short asset allocation strategies primarily in U.S. traded equities and ETFs. Waterloo’s investment approach is based on a disciplined, methodical search for “flawed” companies with timely catalysts. The firm prefers to invest in large-cap growth stocks. | Finance |
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