Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
26yrs
David Fallgren has worked in the financial industry for 26 years and is a financial advisor based in Pittsburgh, Pennsylvania. After seven years at Rockshelter Capital Management and 13 years at Quaker Capital Management, David joined Venator Management in 2020, a firm offering investment management and private fund management. David holds the CFA designation.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office607 Washington Road Suite 400, Pittsburgh, PA 15228
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$3.63 million
Advisors at the firm2
States licensed ?1 state
Services through Venator Management
Investment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2020 – nowVenator Management LLCCurrent firm
- 2013 – 2020Rockshelter Capital Management LLCPreviously
- 2000 – 2013Quaker Capital Management CorpPreviously
Contact David
(412) 586-3747Venator Management main office 607 Washington Road Suite 400Pittsburgh, PA 15228Office · Get directions Firm websitewww.venatormanagement.com
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Venator Management at (412) 586-3747 and ask for David Fallgren. David works from the Pittsburgh, PA office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does David hold?
No exams are listed on the official record.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Venator Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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