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David Michael Potter
Gestore di Portafoglio-Azioni presso
Fuller & Thaler Asset Management, Inc.
Profilo
Mr. David M.
Potter, CFA MBA, is a Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc. He is responsible for Small-Cap Value and Mid-cap Value strategies.
He has been with the firm since 2005 and has been in the industry since 1994.
He is an owner of the firm and a member of the Board of Directors.
Prior to joining Fuller & Thaler, Mr. Potter was a Vice President at Goldman Sachs.
Previously, he was an Associate Director at Scotia Capital Markets.
Mr. Potter received his BA (honors) in Economics and Finance from McGill University in Montreal and his MBA (honors) in Finance from the University of Chicago.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Posizioni attive di David Michael Potter
| Società | Posizione | Inizio |
|---|---|---|
Fuller & Thaler Asset Management, Inc.
 Fuller & Thaler Asset Management, Inc. Investment ManagersFinance FullerThaler uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm primarily focused on US small-cap equities and mid-cap equities. | Gestore di Portafoglio-Azioni | 01/01/2005 |
Precedenti posizioni note di David Michael Potter
| Società | Posizione | Fine |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formazione di David Michael Potter
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
20
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Fuller & Thaler Asset Management, Inc.
Fuller & Thaler Asset Management, Inc. Investment ManagersFinance FullerThaler uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm primarily focused on US small-cap equities and mid-cap equities. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
