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.

Training/Education:

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)