David R. Bockel, Cfp®
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David R. Bockel, Cfp® Email & Phone Number

Portfolio Manager at Crawford Investment Counsel at Crawford Investment Counsel
Location: Atlanta, Georgia, United States 8 work roles 3 schools
1 work email found @comcast.net 2 phones found area 404 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@comcast.net
Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Crawford Investment Counsel
Role
Portfolio Manager at Crawford Investment Counsel
Location
Atlanta, Georgia, United States
Company size
45 employees

Who is David R. Bockel, Cfp®? Overview

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Quick answer

David R. Bockel, Cfp® is listed as Portfolio Manager at Crawford Investment Counsel at Crawford Investment Counsel, a company with 45 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 404, and a matched LinkedIn profile for David R. Bockel, Cfp®.

David R. Bockel, Cfp® previously worked as Portfolio Manager at Crawford Investment Counsel and Lead Advisor at Resource Planning Group. David R. Bockel, Cfp® holds Financial Planning from University Of Georgia - Terry College Of Business.

Company email context

Email format at Crawford Investment Counsel

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*@comcast.net
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AeroLeads found 1 current-domain work email signal for David R. Bockel, Cfp®. Compare company email patterns before reaching out.

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About David R. Bockel, Cfp®

David R. Bockel, Cfp® is a Portfolio Manager at Crawford Investment Counsel at Crawford Investment Counsel. He possess expertise in alternative investments, asset managment, asset allocation, investment strategies, financial analysis and 44 more skills.

Listed skills include Alternative Investments, Asset Managment, Asset Allocation, Investment Strategies, and 45 others.

Current workplace

David R. Bockel, Cfp®'s current company

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Crawford Investment Counsel
Crawford Investment Counsel
Portfolio Manager at Crawford Investment Counsel
atlanta, georgia, united states
Website
crawfordinvestment.com
Employees
45
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Company profile
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8 roles · 26 years

David R. Bockel, Cfp® work experience

A career timeline built from the work history available for this profile.

Founder And Chief Investment Officer

Old Ivy Asset Management

Greater Atlanta Area

Founded and served as Chief Investment Officer of Old Ivy Asset Management, an independent, fee-only, registered investment advisor (RIA) in Atlanta, GA.

Jul 2018 - Jul 2022

Cco/Coo

Caldwell & Orkin Inc

Norcross, GA

Developed and implemented a firmwide compliance program. Oversee compliance related matters for a '40 Act Long/Short fund, long/short limited partnership and high net-worth, separately managed accounts.Reported to board of directors on at least a quarterly basis and actively participate in regular board of director meetings.

Sep 2012 - Dec 2017

Portfolio Manager

Caldwell & Orkin Inc

Norcross, GA

Over 17 years of portfolio management, trading, securities analysis, risk compliance and operational experience. Work in an intense, team-oriented environment managing a long/short strategy with a significant focus on risk-control and risk-adjusted returns.Lead quarterly conference calls with institutional and prospective investors focusing on performance.

2005 - Dec 2017

Analyst

Caldwell & Orkin Inc

Norcross, GA

Analyze and make recommendations on long and short listed equity ideas using both independent and external sources, focusing on fundamental, qualitative and technical analysis.

2003 - Dec 2017

Trader

Caldwell & Orkin Inc

Norcross, GA

Trade listed equities, listed options and fixed-income securities for long/short strategy as well as separately managed accounts via high-touch traders as well as electronic trading platforms.

2000 - Mar 2017
Team & coworkers

Colleagues at Crawford Investment Counsel

Other employees you can reach at crawfordinvestment.com. View company contacts for 45 employees →

HH Hannah Harrison Hannah Harrison Colleague at Crawford Investment CounselGeorgia, Georgia View → KR Kitty Ragals Kitty Ragals Colleague at Crawford Investment CounselAtlanta Metropolitan Area, United States View → MH Meredith H Olvey Meredith H Olvey Colleague at Crawford Investment CounselSharpsburg, Georgia, United States, United States View → KS Kelly Scanlon Kelly Scanlon Colleague at Crawford Investment CounselAtlanta, Georgia, United States, United States View → BK Boris Kuzmin, Cfa Boris Kuzmin, Cfa Colleague at Crawford Investment CounselMarietta, Georgia, United States, United States View → BO Betsy Orr Betsy Orr Colleague at Crawford Investment CounselAtlanta, Georgia, United States, United States View → TD Thomas Dowd Thomas Dowd Colleague at Crawford Investment CounselAtlanta Metropolitan Area, United States View → CC Cameron Crawford Cameron Crawford Colleague at Crawford Investment CounselJackson, Wyoming, United States, United States View → BB Ben Boyd, Cfa Ben Boyd, Cfa Colleague at Crawford Investment CounselMarietta, Georgia, United States, United States View → GD Geoff Delong, Cfa Geoff Delong, Cfa Colleague at Crawford Investment CounselAtlanta, Georgia, United States, United States View →
3 education records

David R. Bockel, Cfp® education

FAQ

Frequently asked questions about David R. Bockel, Cfp®

Quick answers generated from the profile data available on this page.

What company does David R. Bockel, Cfp® work for?

David R. Bockel, Cfp® works for Crawford Investment Counsel.

What is David R. Bockel, Cfp®'s role at Crawford Investment Counsel?

David R. Bockel, Cfp® is listed as Portfolio Manager at Crawford Investment Counsel at Crawford Investment Counsel.

What is David R. Bockel, Cfp®'s email address?

AeroLeads has found 1 work email signal at @comcast.net for David R. Bockel, Cfp® at Crawford Investment Counsel.

What is David R. Bockel, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 404 for David R. Bockel, Cfp® at Crawford Investment Counsel.

Where is David R. Bockel, Cfp® based?

David R. Bockel, Cfp® is based in Atlanta, Georgia, United States while working with Crawford Investment Counsel.

What companies has David R. Bockel, Cfp® worked for?

David R. Bockel, Cfp® has worked for Crawford Investment Counsel, Resource Planning Group, Old Ivy Asset Management, Caldwell & Orkin Inc, and Fidelity Bank.

Who are David R. Bockel, Cfp®'s colleagues at Crawford Investment Counsel?

David R. Bockel, Cfp®'s colleagues at Crawford Investment Counsel include Hannah Harrison, Kitty Ragals, Meredith H Olvey, Kelly Scanlon, and Boris Kuzmin, Cfa.

How can I contact David R. Bockel, Cfp®?

You can use AeroLeads to view verified contact signals for David R. Bockel, Cfp® at Crawford Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did David R. Bockel, Cfp® attend?

David R. Bockel, Cfp® holds Financial Planning from University Of Georgia - Terry College Of Business.

What skills is David R. Bockel, Cfp® known for?

David R. Bockel, Cfp® is listed with skills including Alternative Investments, Asset Managment, Asset Allocation, Investment Strategies, Financial Analysis, Investments, Equities, and Hedge Funds.

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