Mr. Sucic is a Managing Director of Family Management Corporation 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 representative of Family Management Securities, LLC, a FINRA-registered broker-dealer and an agent of Forest Hill Capital Corporation. Mr. Sucic received a bachelor’s degree in business administration from the University of Maine.
Mr. Tarantini joined Family Management Corporation in August 2013 and currently serves as Director of Operations with primary responsibility over Operations and Finance. He also oversees the technology infrastructure, contributes to firm strategy, and new business development. He spent the previous nine years in the financial services industry, most recently at Bernstein Global Wealth Management where he worked in their Private Client Group.
He earned his Series 7 & 66 as well as his New York Life and Health Insurance licenses. He is a registered representative of Family Management Securities, LLC, a FINRA-registered broker-dealer and registered with Forest Hill Capital as an insurance producer. Mr. Tarantini received his Bachelor of Arts from New York University and his Masters of Business Administration in Finance from Fordham University.
We invite you to check the background of this investment professional on FINRA's BrokerCheck.
Mr. Schawel was appointed Chief Investment Officer of Family Management Corporation 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. Frank is General Counsel & Chief Compliance Officer for Family Management Corporation where he has been employed since 2011. Prior to this, he held legal and compliance positions at Constellation Wealth Advisors, LLC, ABP Investments US and Crown Financial Group, Inc. He has also served as a consultant to the Office of General Counsel of Brown Brothers Harriman & Co. Mr. Frank began his career as a staff attorney at FINRA. He is a registered representative of Family Management Securities, LLC, a FINRA-registered broker-dealer. Mr. Frank received a bachelor’s degree in Business Finance from Marist College and earned his JD from St. John’s University.