Dana Z. Gerard

Zale Capital Management LP is an investment advisory and money management firm founded by David Zale in 2006. The private company is based in New York, NY. Zale Capital helps people manage their windfalls and encourages ownership of investment decisions. As a fiduciary, the company values education and believes that clients have the power over their finances, responsibility for their investments, and ownership of their capital. Zale Capital provides the right knowledge and education to understand and take charge of investments and portfolios. David Zale, CFA, is the general partner of the company and has twenty years of experience in the financial services industry.