We found the following information about Marc D Saurborn at The Legacy Foundation, Llc, where Marc D Saurborn has worked as a Portfolio Manager and Chief Investment Officer since 2018. Marc's total work experience is over 23 years, during which time Marc D Saurborn had at least eight jobs at different places to develop professional skills. Marc studied at the Georgia Institute of Technology Scheller College of Business from 1991 to 1993. This expert received the following certifications: Cfa and Cfa Institute. Marc D Saurborn is skilled in German. Currently, Marc D Saurborn lives in Naples, Florida. You can contact with Marc by looking for phone or email address or find full info by requesting access to this expert's additional details from us.
Name variants:
Mark Saurborn
Last updated May 21, 2024
Contact Information
Last Update
Jul 9, 2022
Email
md**@comcast.net
Location
Naples, FL
Company
Workplace
Portfolio Manager and Chief Investment Officer
Industry
Financial Services
Colleagues
Work History
Portfolio Manager and Chief Investment Officer
200 Hansen Rd SUITE 1, Charlottesville, VA 22911
from Aug 2018
Partner
3811 Airport Rd north SUITE 201, Naples, FL 34104
Partner and Senior Analyst on five US Equity investment strategies - Microcap, Smallcap, Midcap, Multicap, and Dividend Plus+, and one Global Equity strategy.
Feb 2013 — Aug 2018
Senior Analyst and Vice President
Senior member of the Artio Global US Equities investment team managing over $1.5 billion in mutual fund and separate account assets invested across four U.S. Equity strategies and one Global...
Apr 2008 — Jan 2013
Portfolio Manager - Microcap and Midcap Funds, Senior Analyst - U.s Smallcap Fund
Norwalk, CT
Portfolio co-manager of a $550,000,000 U.S. Microcap fund with a top-quartile one-, three-, and five-year performance record. Also co-managed a $90,000,000 130/30 (Long/Short) Midcap fund. S...
Mar 2005 — Apr 2008
Fund Analyst and Vice President - U.s Smallcap Growth Team
New York, NY
Served as Senior member of a small investment team, managing over $800,000,000 in U.S. Smallcap assets. Held sector responsibilities including Consumer Discretionary, Consumer Staples, Media...
Feb 2002 — Mar 2005
Equity Analyst and Vice President - U.s Small, Micro and Midcap Equities Group
Held sector responsibilities including Consumer Cyclical, Consumer Staples, Industrial, Energy and Commercial Services. Co-covered with portfolio manager: Chemicals, Basic Materials, Transpo...
1999 — 2002
Quantitative Portfolio Analyst - U.s Small and Microcap Equities Group
Developed quantitative sector and industry-level screens used by the group to identify emerging investment themes. Analyzed portfolio holdings and rebalanced portfolios on both a sector and ...
1998 — 1999
Senior Quantitative Analyst - International Equities Group
140 Broadway, New York, NY 10005
Developed and maintained the team's quantitative stock and country allocation models and managed performance and attribution for all of the International Equities Group's institutional accou...
1995 — 1998
Education
1984 — 1988
1986 — 1987
Occupations
Executive
Chief Investment Officer
Financial Broker
Portfolio Manager
Partner
Senior Analyst
Management Analysts
Investment Analyst
Financial Analyst
Chief Executive
Analyst
Analysts
Skills
Equities
Valuation
Portfolio Management
Bloomberg
Investments
Equity Research
Financial Modeling
Asset Allocation
Hedge Funds
Asset Management
Financial Analysis
Asset Managment
Investment Strategies
Capital Markets
Mutual Funds
Alternative Investments
Emerging Markets
Investment Management
Equity Valuation
Fixed Income
Investment Banking
Chartered Financial Analyst
Corporate Finance
Research
Financial Markets
High Yield
Energy
Due Diligence
Securities
Private Equity
Finance
Risk Management
Series 7
Trading
Equity Derivatives
Institutional Investments
Investor Relations
Analysis
Investment Advisory
Derivatives
Bonds
Finra
Series 63
Bloomberg Terminal
Economics
Etfs
Hedging
Equity Trading
Fund of Funds
Fixed Income Analysis
FAQs about Marc D Saurborn
What's the main profession of Marc D Saurborn?
Marc is a Portfolio Manager and Chief Investment Officer.
What jobs is Marc D Saurborn a professional at?
The expert is a professional Executive and Chief Investment Officer jobs.
Where is Marc D Saurborn currently located?
Marc D Saurborn is located in Naples, Florida.
What is the expert's email?
Marc's email is md**@comcast.net.
How many companies did Marc D Saurborn work at?
Marc D Saurborn worked at eight jobs.
Where has Marc D Saurborn studied?
Marc studied at the Georgia Institute of Technology Scheller College of Business from 1991 to 1993.
What are the certifications of Marc D Saurborn?
The expert received the following certifications: Cfa and Cfa Institute.
What languages does Marc D Saurborn speak?
Marc D Saurborn speaks German.