Marc David Saurborn
Directeur en chef des Investissements chez Dividend Assets Capital LLC
Profil
Mr. Marc D.
Saurborn, CFA, is a Chief Investment Officer at Dividend Assets Capital LLC.
He joined DAC in 2022 and has over 25 years of experience in investment research and portfolio management.
Prior to joining DAC, he was the Chief Investment Officer of the Legacy Foundation, where he managed investment and retirement portfolios for employees at the University of Virginia.
He was a co-founding partner of Patrumin Investors, an independent investment advisory firm that specialized in dividend growth investing.
Prior to Patrumin, he was Senior Analyst for both the US and Global investment teams at Artio Global Investors (formerly Julius Baer Investment Management) and served as Portfolio Manager and Senior Analyst at Thomson, Horstmann & Bryant.
He was also a Senior Analyst at Merrill Lynch Investment Managers (now BlackRock) and an Equity Analyst at Deutsche Asset Management.
He began his investment career at Brown Brothers Harriman where he was Chief Quantitative Analyst for the International Equities Group.
He earned a Bachelor of Engineering degree from Vanderbilt University and both an MBA in Finance and a Master of Science in Civil Engineering from Georgia Institute of Technology.
Postes actifs de Marc David Saurborn
| Sociétés | Poste | Début |
|---|---|---|
Dividend Assets Capital LLC
 Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Directeur en chef des Investissements | 01/01/2022 |
Anciens postes connus de Marc David Saurborn
| Sociétés | Poste | Fin |
|---|---|---|
Patrumin Investors LLC
 Patrumin Investors LLC Investment ManagersFinance Patrumin Investors LLC (Patrumin) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded in 2012 and is owned by Samuel “Sam” Dedio. Patrumin provides portfolio management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, institutions, corporations, small businesses, and religious affiliated organizations. The firm offers several long-only investment portfolio strategies for both institutional and private investors on a fully discretionary basis through separately managed accounts. | Fondateur | 01/08/2018 |
Thomson, Horstmann & Bryant, Inc.
 Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors. | Analyst-Equity | 30/06/2008 |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Analyst-Equity | 28/02/2005 |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Analyst-Equity | 31/12/2001 |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Analyst-Equity | 31/12/1998 |
Formation de Marc David Saurborn
| Vanderbilt University | Undergraduate Degree |
| Georgia Institute of Technology | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Thomson, Horstmann & Bryant, Inc.
Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Artio Global Management LLC
 Artio Global Management LLC Investment ManagersFinance Founded in 1962, Artio Global Management LLC is a registered investment advisor located in New York City. The firm was formerly known as Julius Baer Investment Management, Inc. They are a division of Artio Global Holdings LLC and their ultimate parent is Artio Global Investors, Inc. (NYSE: ART). Artio Global Management serves as the investment advisor to the Julius Baer Investment Funds and the Artio Global Investment Funds. The firm manages assets for corporations, public and private pension funds, endowments and foundations and financial institutions. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Finance |
Patrumin Investors LLC
Patrumin Investors LLC Investment ManagersFinance Patrumin Investors LLC (Patrumin) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded in 2012 and is owned by Samuel “Sam” Dedio. Patrumin provides portfolio management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, institutions, corporations, small businesses, and religious affiliated organizations. The firm offers several long-only investment portfolio strategies for both institutional and private investors on a fully discretionary basis through separately managed accounts. | Finance |
Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Finance |
