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David Malmgren

Senior Portfolio Manager at Fulton Breakefield Broenniman LLC

Washington, DC , United States

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

OrganizationRoleDate RangeDetails
FBB Capital PartnersSenior Portfolio ManagerDec 2003 to Present
Rydex InvestmentsPortfolio ManagerFeb 2003 to Dec 2003
Rydex InvestmentsAssistant Portfolio ManagerMar 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)

NameRoleLocation
Jaime Quiros
Jaime Quiros
Senior Portfolio ManagerRockville, MD , United States
John Petrofsky
John Petrofsky
Portfolio ManagerWashington, DC , United States
K
Kathleen Hastings
Vice President, Portfolio ManagerWashington, United States
Maggi Keating
Maggi Keating
Portfolio ManagerBethesda, MD , United States
Mel Casey
Mel Casey
Senior Portfolio ManagerBethesda, MD , United States
Alex Cfp®
Alex Cfp®
Portfolio ManagerBethesda, MD , United States
Cfp® Callahan
Cfp® Callahan
Portfolio ManagerEaston, MD , United States
Jennifer Scher
Jennifer Scher
Portfolio ManagerWashington, DC , United States
Mark Stachura
Mark Stachura
Equity Research AssociateWashington, DC , United States
Michael Brenner
Michael Brenner
Senior Research Analyst and Asset Allocation StrategistBethesda, MD , United States
Showing 1-10 of 11 team members

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