Marc Saurborn, CFA® promoted to Chief Investment Officer
FOR IMMEDIATE RELEASE (RIDGELAND, SC – January 2023) — Dividend Assets Capital, LLC (DAC), an independent wealth and asset manager, is pleased to announce that Marc Saurborn, CFA® has assumed the role of Chief Investment Officer. He will also become a member of the firm’s Executive Committee.
“Marc’s expertise, insights, and deep industry experience have already made a significant impact in enhancing our investment management capabilities”, said Bill Ford, Managing Director of DAC’s Institutional Asset Management Group. “His leadership will continue DAC’s legacy of offering unique and meaningful investment solutions for the ever-changing needs of our clients”.
Marc joined DAC in 2022 as Director of Research and Investment Strategy with over 25 years of experience in investment research and portfolio management. Prior to DAC, Marc was the Chief Investment Officer of the Legacy Foundation, where he managed investment and retirement portfolios for employees at the University of Virginia. He was a co-founding partner of Patrumin Investors, an independent investment advisory firm that specialized in dividend growth investing. Marc has also held Portfolio Management and Senior Analyst roles for both US and Global investment teams at Artio Global Investors (formerly Julius Baer Investment Management), Thomson, Horstmann & Bryant, Merrill Lynch Investment Managers (now BlackRock), and Deutsche Asset Management. Marc was awarded the designation of Chartered Financial Analyst® in 1999 and is a member of the CFA Society of NY (NYSSA) and South Carolina.
Troy Shaver, DAC’s Chief Executive Officer and current Chief Investment Officer, will pass the duties and responsibilities of the CIO role to Marc. He will remain CEO, continue to serve on the Investment Committee and focus on his portfolio management activities.
“I am thankful for being given the opportunity to lead the investment team at DAC and build upon the firm’s remarkable history of disciplined dividend growth investing that continues to benefit our clients and help them achieve their long-term financial goals,” said Marc.
ABOUT DIVIDEND ASSETS CAPITAL:
Dividend Assets Capital, LLC (DAC) is a 100% employee-owned Registered Investment Advisor (RIA). As one of the largest advisory firms in South Carolina, we provide wealth management advice and manage investable assets for successful families, individuals, institutions, and investment advisors who seek equity investments that aim to provide sustainable and rising income with long-term capital appreciation. Our purpose is to provide peace, comfort, and security for our clients through access to wealth services delivered clearly and simply. For more information, please visit www.dacapitalsc.com or call 843-645-9700. DAC-23-001
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