Dave Shumway

Finance

Consumer Services

Profile

Mr. David D.
Shumway, CFA, is a Senior Vice President & Chief Investment Officer at Arrowood Surplus Lines Insurance Co. In these roles, he invests and oversees all of the general insurance investment assets, all pension plan and funded benefit assets, and the 401(k) plan investment managers and investment options for Arrowpoint Capital.
Additionally, he leads the asset/liability management function and activities for the company.
Mr. Shumway was previously joined Royal & SunAlliance USA in July 1999 as the Director of Fixed Income, with investment and oversight responsibility for all fixed income assets.
His career in the investment industry over 23 years, beginning in 1985, and covers all components of the capital markets.
Prior to joining R&SA, he worked for Merrill Lynch Capital Markets and Lehman Brothers.
He received a BA in Chemistry and an MS in Finance and Investments from the University of Wisconsin - Madison.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Charlotte Financial Analysts Society.

Former positions of Dave Shumway

Companies	Position	End
Transverse Specialty Insurance Co. (Investment Portfolio) Transverse Specialty Insurance Co. (Investment Portfolio) Investment ManagersFinance Transverse Specialty Insurance Co. (Investment Portfolio) (TSI-IP) is the investment portfolio division of Transverse Specialty Insurance Co., headquartered in Princeton, New Jersey. Formerly known as Arrowood Surplus Lines Insurance Co. (Investment Portfolio), they are ultimately held by MS&AD Insurance Group Holdings, Inc., in Japan. TSI-IP provides a broad range of property and casualty products for commercial and personal lines.	Chief Investment Officer	22/01/2020
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.	Corporate Officer/Principal	-
Merrill Lynch Capital Markets	Corporate Officer/Principal	-
Royal & SunAlliance USA Royal & SunAlliance USA Multi-Line InsuranceFinance Royal & SunAlliance USA, Inc. provides property and casualty insurance services. The company is part of the London-based Royal & Sun Alliance Insurance Group Plc. It was founded in 1851 and is headquartered in Charlotte, NC	Corporate Officer/Principal	-

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Training of Dave Shumway

University of Wisconsin

Graduate Degree

Experiences
Positions held

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