About RCM

Expertise with a personal connection.

Roosevelt Capital Management is an independent investment manager in Dallas, grounded in purpose and direct relationships, with a disciplined approach to data and technology.

RCM co-founders David Roosevelt and Michael O’Brien in conversation in front of the Dallas skyline.
RCM co-founders David Roosevelt and Michael O’Brien together with their daughters.
David and Mike with their daughters, 2023.

How we met

A friendship before a partnership.

David and Mike first met at a Special Olympics basketball game where their daughters, both of whom have Down syndrome, were playing. Their friendship grew through their families, long before they became business partners.

RCM grew out of managing Roosevelt family capital. David and Mike brought their complementary investment and technology experience to the firm, building on a relationship grounded in trust, shared values and service.

Their families remain closely connected to the community that brought them together, including organizations that create opportunities for people with intellectual and developmental disabilities.

Leadership

Meet the founders.

Investment judgment, disciplined operations, proprietary technology, and a responsive team. You work directly with the people managing the portfolio.

David Roosevelt

David Roosevelt

Co-Founder & Managing Member · CEO & CIO

David leads RCM’s investing, risk management and trading. His experience at BlackRock and Morgan Stanley informs an approach that begins with the purpose of capital, the obligations it supports and the risks a client can accept.

Michael O’Brien

Michael O’Brien

Co-Founder & Managing Member · President & COO

Mike leads the investment prospecting models, portfolio monitoring systems, operations and compliance that support RCM’s investment process. He brings experience as a business executive, entrepreneur and data scientist to the firm’s proprietary technology.

Alignment

Clear incentives. Accountability for the work.

Access to the people investing

Speak with the appropriate members of the investment and operations team.

Investing alongside clients

Our founders invest their own capital alongside clients using the same investment approach.

A clear conversation about fees

Before an engagement, we explain the management fee, what it covers, and any other applicable custody, trading, or underlying investment costs.

A clear conversation about fees.

RCM is paid solely by its clients. We receive no commissions, revenue sharing, referral compensation, or payments from investment-product providers.

Before an engagement, we explain the management fee, what it covers, and any other applicable custody, trading, or underlying investment costs. We begin with a conversation about your objectives to determine fit.

David Roosevelt walks Michael O’Brien through notes on a legal pad at a conference table.

A conversation is the first step

Let’s talk about your objectives.

Tell us about the purpose of the capital and the role you would like RCM to play.

Roosevelt Capital Management