![David W. Marquardt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Marquardt joined the firm in November 2003.
Prior to joining Starbuck, Tisdale he spent over 14 years with Bank of America, most recently as Senior Vice President and Portfolio Manager in their Private Bank.
Mr. Marquardt is a Chartered Financial Analyst and a Certified Public Accountant.
He holds an M.B.A. from U.C.L.A. and a B.S.
in Accounting from the University of Maryland.
Anciens postes connus de David W. Marquardt
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 31/10/2007 |
Starbuck, Tisdale & Associates
 Starbuck, Tisdale & Associates Investment ManagersFinance STA's investment philosophy is based on a belief that equity ownership in well-managed, growing companies will produce superior long-term results for investors. For equities, they focus on companies that reinvest a large part of their earnings for future corporate growth. This selection process also applies to stocks with higher dividend yields. These include companies whose dividends have been paid for many consecutive years and that have shown a consistent pattern of dividend increases. For their taxable clients, STA typically invests in municipal bonds that are both federal and state tax-exempt in the state where they maintain their primary residence. In some cases, they invest in other bond sectors, but this decision is primarily driven by their assessment of the best available after-tax returns for their clients. In the case of municipal bond investing, STA seeks to purchase high-quality issues whose repayment is backed by reliable cash flow. For tax-deferred portfolios, they typically invest in the U.S. Treasury, U.S. agency, and corporate bond sectors. The allocation decision is based on individual client objectives as well as relative returns between these sectors. STA's current bond strategy targets an average maturity of about 5 years, which is achieved through a laddered portfolio with individual maturities between 2 and 10 years. | Gestionnaire de Portefeuille-Actions | 31/05/2007 |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Gestionnaire de Portefeuille-Actions | 31/10/2003 |
Formation de David W. Marquardt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
38
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Starbuck, Tisdale & Associates
Starbuck, Tisdale & Associates Investment ManagersFinance STA's investment philosophy is based on a belief that equity ownership in well-managed, growing companies will produce superior long-term results for investors. For equities, they focus on companies that reinvest a large part of their earnings for future corporate growth. This selection process also applies to stocks with higher dividend yields. These include companies whose dividends have been paid for many consecutive years and that have shown a consistent pattern of dividend increases. For their taxable clients, STA typically invests in municipal bonds that are both federal and state tax-exempt in the state where they maintain their primary residence. In some cases, they invest in other bond sectors, but this decision is primarily driven by their assessment of the best available after-tax returns for their clients. In the case of municipal bond investing, STA seeks to purchase high-quality issues whose repayment is backed by reliable cash flow. For tax-deferred portfolios, they typically invest in the U.S. Treasury, U.S. agency, and corporate bond sectors. The allocation decision is based on individual client objectives as well as relative returns between these sectors. STA's current bond strategy targets an average maturity of about 5 years, which is achieved through a laddered portfolio with individual maturities between 2 and 10 years. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
