Marc joined DAC in 2022 and has over 25 years of experience in investment research and portfolio management. He has managed both institutional and private client portfolios with a variety of investment mandates. Prior to joining 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. Prior to Patrumin, Marc was Senior Analyst for both the US and Global investment teams at Artio Global Investors (formerly Julius Baer Investment Management) and served as Portfolio Manager and Senior Analyst at Thomson, Horstmann & Bryant. He was also a Senior Analyst at Merrill Lynch Investment Managers (now BlackRock) and an Equity Analyst at Deutsche Asset Management. Marc began his investment career at Brown Brothers Harriman where he was Chief Quantitative Analyst for the International Equities Group. Marc earned a Bachelor of Engineering degree from Vanderbilt University and both an MBA in Finance and a Master of Science in Civil Engineering from Georgia Institute of Technology. Marc was awarded the designation of Chartered Financial Analyst® in 1999 and is a member of the CFA Society of NY (NYSSA) and VA. Marc is currently enrolled in the accelerated Capstone program to obtain his Certified Financial Planner designation.
Years of Investment Experience: 25