Shorebird Capital Management is a registered investment advisor offering independent financial and investment advisory solutions that are designed and customized for individuals and organizations. Each account is tailored to meet our client's specific needs. We actively manage your assets so you can spend your time doing the things in life you value most.
Mission Statement
Shorebird Capital Management's mission is to help people, businesses, and organizations build, preserve, and manage wealth so they can pursue their financial goals.
About
Shorebird Capital Management was founded by David Crocetti. Mr. Crocetti has 15 years of professional experience working for Wall Street firms. He spent the majority of his career as a Senior Vice President with Ferris, Baker Watts in the Institutional Capital Markets. Mr. Crocetti founded two other non-financial companies after Ferris, Baker Watts which sold to a Private Equity entity. Mr. Crocetti's 15 years of financial experience working for Wall Street Firms as well as his private experience of developing and managing companies, allows for outside the box thinking. These experiences help Shorebird Capital Management evaluate the financial direction of a company as well as the internal direction of the company, which combined contributes to the success of portfolio management.
