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David John Marotta
Directeur Général chez
Marotta Wealth Management, Inc.
Profil
Mr. David J.
Marotta is a President at Marotta Wealth Management, Inc. He leads the management team as our Chief Executive Officer, designs the investment philosophy of the firm as our Investment Committee Head, and oversees our firm’s compliance as the Chief Compliance Officer.
He founded Marotta Wealth Management in 2000.
Mr. Marotta earned a Master’s degree in Computer Science from the University of Oregon and a B.A. in Philosophy and Electrical Engineering from Stanford University.
Postes actifs de David John Marotta
| Sociétés | Poste | Début |
|---|---|---|
Marotta Wealth Management, Inc.
 Marotta Wealth Management, Inc. Investment ManagersFinance MWM’s investment philosophy is based on the analytic principles of modern portfolio theory. The firm uses six different asset classes: three for stability and three for appreciation. They divide the asset classes for stability into short money, US bonds, and foreign bonds; and divide appreciation into US stocks, foreign stocks, and resource stocks. Most of the time they recommend diversified portfolios composed of investments with low expense ratios that follow the index of a subsector of one of the asset classes. | Directeur Général | 01/01/2000 |
Anciens postes connus de David John Marotta
| Sociétés | Poste | Fin |
|---|---|---|
Health Level Seven International
 Health Level Seven International Miscellaneous Commercial ServicesCommercial Services Provides framework and standards for the exchange, integration, sharing and retrieval of electronic health information | Corporate Officer/Principal | 01/05/2002 |
Formation de David John Marotta
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. Investment ManagersFinance MWM’s investment philosophy is based on the analytic principles of modern portfolio theory. The firm uses six different asset classes: three for stability and three for appreciation. They divide the asset classes for stability into short money, US bonds, and foreign bonds; and divide appreciation into US stocks, foreign stocks, and resource stocks. Most of the time they recommend diversified portfolios composed of investments with low expense ratios that follow the index of a subsector of one of the asset classes. | Finance |
Health Level Seven International
Health Level Seven International Miscellaneous Commercial ServicesCommercial Services Provides framework and standards for the exchange, integration, sharing and retrieval of electronic health information | Commercial Services |
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