Zale helps
people changing careers
manage their
windfalls
Zale's Principle
We Value Education
As an investment advisor, money manager, and teacher, we believe that you have the power over your finances, responsibility for your investments, and ownership of your capital. Zale Capital gives you the right knowledge and education to understand and take charge of your investments and portfolios.
Zale's Method
We Encourage Ownership
As a fiduciary, Zale Capital has a responsibility to act in your best interest. Yet he knows that, at the end of the day, it is your money, and ultimately only you know what is best for yourself. Taking ownership of your investment decisions can be liberating; it means that you are directing your manager rather than your manager directing you.
Zale's Belief
You Deserve Empathy
You are entitled to an advisor who listens to you, understands your needs, and respects your choices. You are ready to make a change. You are ready to take charge. You are ready for Zale Capital.
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Biography
David Zale is an investment advisor and money manager who listens, teaches, and guides you to take control over, responsibility for, and ownership of your finances.
Known universally for his passion, enthusiasm, and empathy, David Zale is the only advisor you will need.
dzale@zalecapital.com
646-641-1530
David Zale, CFA, is the General Partner of Zale Capital Management, L.P., a Registered Investment Advisor, founded in 2006. Zale has twenty years of experience in the financial services industry, including both research and portfolio management. Prior to that, Zale worked in the jewelry industry.
Zale is a former Chairman of the Board of the M.B. and Edna Zale Foundation, and currently serves as Chairman of the Investment Committee. Zale has also served as the Chairman of the Investment Committee of Central Synagogue, New York, NY.
His affiliations include the CFA Institute, The New York Society of Security Analysts and the 24 Karat Club of the City of New York.
Zale is a Graduate of the University of Colorado, with a degree in Political Science. He also has the designation Chartered Financial Analyst (CFA).
Get StartedDavid Zale, CFA
Zale Capital Management, L.P.
910 Fifth Avenue
Ground Floor
New York, NY 10021
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