Mr. Sucic is a Managing Director of Family Management with responsibility for client relationship management. He has been employed by the firm since February 2000. Prior to this, he was employed by Scudder Kemper Investments. He is also a registered agent of Forest Hill Capital Corporation. Mr. Sucic received a bachelor’s degree in business administration from the University of Maine.
Mr. Schawel was appointed Chief Investment Officer of Family Management in 2017. He joined the firm from New River Investments where he managed private investment portfolios. From 2008 to 2015, he was Vice President and Portfolio Manager for Square 1 Financial and sat on the investment committee for Square 1 Asset Management. Prior to Square 1, David held various positions in equity research and investment banking. David is a Chartered Financial Analyst and graduated from North Carolina State University with a Bachelor of Science degree in Business Management with a concentration in Finance.
Mr. Tarantini joined Family Management in August 2013 and serves as a Managing Director, focusing on advising clients and delivering tailored investment solutions. In his role, he works closely with individuals and families to develop and implement strategies aligned with their long-term financial objectives.
Over his tenure at the firm, Mr. Tarantini has played a key role in the evolution of the business, with prior leadership responsibility for operations, finance, and technology infrastructure. His broad experience across both the advisory and operational sides of the firm provides clients with a differentiated perspective and a highly integrated approach to wealth management. He also contributes to firm strategy and business development initiatives.
Prior to joining Family Management, Mr. Tarantini spent nine years in the financial services industry, most recently with Bernstein Global Wealth Management in their Private Client Group
Mr. Tarantini holds Series 7 and 66 licenses, as well as New York Life and Health Insurance licenses. He is a registered agent of Forest Hill Capital Corporation. He received his Bachelor of Arts from New York University and his Master of Business Administration in Finance from Fordham University.
Mr. Bowen was appointed Chief Operating Officer of Family Management in 2025, bringing over 25 years of financial services operations, customer service, and advisory compliance experience to FMC. Chris' prior roles include Senior Principal Consultant at ACA Group, LLC, Vice President of Digital Operations at Sequoia Financial Group, LLC Chief Operating Officer at Zeke Capital Advisors, LLC, and Partner, Head of Operations, and Chief Compliance Officer at New Amsterdam Partners, LLC. Chris holds and MBA from Fordham University and a Bachelor of Arts degree from Bucknell University.
