Dan McGilvray
Nessuna posizione attualmente
Profilo
Daniel John McGilvray worked as a Director of Portfolio Management at Northstar Investment Advisors LLC and as an Analyst at Kirr, Marbach & Co. LLC.
He holds an MBA from Indiana University and an undergraduate degree from the University of Colorado Boulder.
Precedenti posizioni note di Dan McGilvray
Società | Posizione | Fine |
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Northstar Investment Advisors LLC
Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Direttore della Ricerca - Azioni | - |
Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Analyst-Equity | - |
Formazione di Dan McGilvray
University of Colorado Boulder | Undergraduate Degree |
Indiana University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Finance |
Northstar Investment Advisors LLC
Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Finance |
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