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Career history of Marc Evan Friedman
Former positions of Marc Evan Friedman
Companies | Position | Start | End |
---|---|---|---|
Mount Yale Capital Group LLC
![]() Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Analyst-Equity | 31/12/2005 | 31/07/2018 |
Director of Research - Equity | 31/12/2005 | 31/07/2018 | |
Mount Yale Investment Advisors LLC
![]() Mount Yale Investment Advisors LLC Investment ManagersFinance Mount Yale Investment Advisors LLC (MYIA) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. MYIA offers asset management services to high-net-worth individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, investment advisers, banks, broker/dealers, and/or other financial services companies. | Director of Research - Equity | 31/12/2005 | 31/07/2018 |
Market Strategist | 31/12/2005 | 31/07/2018 | |
Princeton Fund Advisors LLC
![]() Princeton Fund Advisors LLC Investment ManagersFinance Princeton Fund Advisors LLC (PFA) is a SEC-registered investment advisor headquartered in Denver, Colorado and additional office in Minneapolis, Minnesota. They are a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. The firm was founded in 2011 by Greg Anderson and John Sabre. PFA provides investment advisory services to mutual funds and private funds. | Director of Research - Equity | 31/05/2006 | 31/07/2008 |
Bard Capital Group LLC
![]() Bard Capital Group LLC Investment ManagersFinance Bard Capital Group LLC (Bard Capital) is a private equity subsidiary of Bard & Co., Inc. founded by Richard H. Bard and Michael A. Carrazza. The firm is headquartered in Lakewood, Colorado. | Private Equity Analyst | 31/12/2004 | 30/12/2007 |
STIFEL FINANCIAL CORP. | Corporate Officer/Principal | - | 30/12/2004 |
MORGAN STANLEY | Corporate Officer/Principal | - | - |
Training of Marc Evan Friedman
The University of Colorado | Undergraduate Degree |
University of Denver | Graduate Degree |
Statistics
International
United States | 9 |
Operational
Director of Research - Equity | 3 |
Corporate Officer/Principal | 2 |
Private Equity Analyst | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 2 |
---|---|
STIFEL FINANCIAL CORP. | Finance |
MORGAN STANLEY | Finance |
Private companies | 4 |
---|---|
Bard Capital Group LLC
![]() Bard Capital Group LLC Investment ManagersFinance Bard Capital Group LLC (Bard Capital) is a private equity subsidiary of Bard & Co., Inc. founded by Richard H. Bard and Michael A. Carrazza. The firm is headquartered in Lakewood, Colorado. | Finance |
Mount Yale Capital Group LLC
![]() Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Finance |
Mount Yale Investment Advisors LLC
![]() Mount Yale Investment Advisors LLC Investment ManagersFinance Mount Yale Investment Advisors LLC (MYIA) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. MYIA offers asset management services to high-net-worth individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, investment advisers, banks, broker/dealers, and/or other financial services companies. | Finance |
Princeton Fund Advisors LLC
![]() Princeton Fund Advisors LLC Investment ManagersFinance Princeton Fund Advisors LLC (PFA) is a SEC-registered investment advisor headquartered in Denver, Colorado and additional office in Minneapolis, Minnesota. They are a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. The firm was founded in 2011 by Greg Anderson and John Sabre. PFA provides investment advisory services to mutual funds and private funds. | Finance |
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