Partner

Dave Schrohe

About Dave
Dave has amassed deep and broad wealth management industry experience in leadership roles at both RIAs and larger institutions, taking advantage of technology and innovation to improve everyone’s experience.

Dave has assembled over 25 years of wealth management industry experience in leadership roles at both RIAs and larger institutions. His passion has been to drive growth through an unrivaled focus on the client, a dedication to the development and evolution of advisors and staff, and a commitment to taking advantage of technology and innovation to improve everyone’s experience. His belief in establishing a strong culture and brand supporting these principles has been paramount to the success of the organizations he has led.

Most recently, Dave was President of Lenox Wealth Advisors (LWA), leading a talented team of professionals in the development and execution of an innovative client-focused strategy across financial planning, investments, business development, relationship management and operations resulting in 4X organic AUM growth in under five years. He was also responsible for leading an aggressive inorganic growth plan with deep support from LWA’s parent company, NFP. Prior to this role, Dave ran the Private Wealth Management business for Lenox Advisors, which was integrated into LWA in 2018 under his leadership.

Before joining Lenox, he was Managing Director and Chief Operating Officer of Wealth Management Solutions at UBS, where he also served on the firm’s Management Committee. And prior to that, he was Managing Director and Head of the Institutional Client Segment at Morgan Stanley where he also served on the Management Committee. Dave came to Morgan Stanley through a merger after 16 years at Citigroup where he led Global Wealth Management’s institutional and corporate business lines generating over $650 million in annual revenue. Early in his career at Citi, he led efforts to develop and deploy industry-leading web-based platforms used by over 6 million clients. Prior to Citi, Dave held roles in M&A and management consulting.

Dave holds a Masters of Business Administration from the Wharton School and a Bachelor of Arts from the University of Pennsylvania. He lives in Riverside, Connecticut with his wife and two children.

Eric Hoerdemann
Partner
Eric has been an investor for 25 years leading teams that have allocated billions of dollars to asset managers. He has been at the forefront of investment technology, building extensive due diligence platforms.
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Frank Porcelli
Partner
Frank has had a distinguished career in asset management and wealth management. As Chairman of Blackrock’s US Wealth Advisory Business, Frank grew assets under management from $250B to $1T.
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Paul Hatch
Partner
Paul’s experience includes roles such as Vice Chairman for Morgan Stanley Global Wealth Management. At UBS, he was Group Managing Director, and Head of Investment Products and Services for the Americas.
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