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David Malmgren
Senior Portfolio Manager at Fulton Breakefield Broenniman LLC
About
David Malmgren is a Senior Portfolio Manager at Fulton Breakefield Broenniman LLC (operating as FBB Capital Partners), based in the Washington, DC area. In this capacity, he leads portfolio construction and management, tailoring investment strategies for affluent individuals, families, foundations, and endowments. He is responsible for implementing customized wealth management and asset allocation solutions that address the unique financial objectives and risk tolerances of his clients.
With over two decades of investment management experience, David specializes in equities, fixed income, and multi-asset class portfolios, drawing on his background at Rydex Investments where he managed and assisted in the day-to-day operations of mutual fund and ETF products. His expertise centers on investment selection, risk management, and client-focused advisory services within the finance sector.
David holds an MBA in Finance from the GW Investment Institute and a BA in Economics from The George Washington University. He is recognized for his deep knowledge of portfolio management, commitment to disciplined investment processes, and client outcomes, making significant contributions to the advisory and asset management landscape in the greater Washington, DC region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FBB Capital Partners | Senior Portfolio Manager | Dec 2003 to Present | — |
| Rydex Investments | Portfolio Manager | Feb 2003 to Dec 2003 | — |
| Rydex Investments | Assistant Portfolio Manager | Mar 2000 to Feb 2003 | — |
Education
Gw Investment Institute
Master of Business Administration, Finance
1997 — 1999
The George Washington University
Bachelor of Arts, Economics
1982 — 1986
Others at Fulton Breakefield Broenniman LLC (11)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | Rockville, MD , United States | |
| Portfolio Manager | Washington, DC , United States | |
K Kathleen Hastings | Vice President, Portfolio Manager | Washington, United States |
| Portfolio Manager | Bethesda, MD , United States | |
| Senior Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Easton, MD , United States | |
| Portfolio Manager | Washington, DC , United States | |
| Equity Research Associate | Washington, DC , United States | |
| Senior Research Analyst and Asset Allocation Strategist | Bethesda, MD , United States |
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