Damon Anson Ficklin
Analyst-Equity presso Polen Capital Management LLC
Patrimonio netto: 5 M $ in data 31/05/2024
Profilo
Mr. Damon A.
Ficklin is a Head of Team, Portfolio Manager & Analyst at Polen Capital Management LLC.
He is responsible for leading the investment team, maintaining the firm’s investment philosophy and managing client assets.
He also works as an analyst, identifying and researching investments for the strategy.
He joined Polen Capital in 2003.
Prior to joining Polen Capital in 2003, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse.
He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.
Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S.
in Accounting, earned a M.S.
in Accounting from Appalachian State University, and earned an MBA from The University of Chicago Booth School of Business.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
Polen Credit Opportunities Fund
inf% | 31/12/2023 | 524 355 ( inf% ) | 5 M $ | 31/05/2024 |
Posizioni attive di Damon Anson Ficklin
| Società | Posizione | Inizio |
|---|---|---|
Polen Capital Management LLC
 Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Analyst-Equity | 01/01/2003 |
Precedenti posizioni note di Damon Anson Ficklin
| Società | Posizione | Fine |
|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 01/08/2000 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Formazione di Damon Anson Ficklin
| University of South Florida | Undergraduate Degree |
| Appalachian State University | Graduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Aziende private | 2 |
|---|---|
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
- Borsa valori
- Insiders
- Damon Anson Ficklin
