Dave Schrader
Managing Director / Client Relations

What you do: Member of the management team and investment committee. Primary responsibility for client/family relations.

What you support: I currently serve on the endowment investment committee of the University of San Francisco.  I am actively involved with or contribute to a variety of environmental organizations: Marin Agricultural Land Trust, Point Blue Conservation Science, The Nature Conservatory, Environmental Defense Fund, as well as the Southern Poverty Law Center, and others.


BS from the United States Naval Academy

MBA from the University of San Francisco

Certified Financial Planner®

U.S. Marine officer and aviator
Graduate of the US Navy Fighter Weapons School (Topgun)