Fred Martin
Fondateur chez Disciplined Growth Investors, Inc.
Profil
Mr. Frederick K.
Martin, CFA MBA, is a Lead Portfolio Manager & Founder at Disciplined Growth Investors, Inc. He started the firm in 1997.
Mr. Martin was previously employed as Manager of the Northwestern National Bank trust portfolio.
He also opened Mitchell Hutchins’ Minneapolis office (now UBS) and grew it to $2.5 billion in assets.
He received his undergraduate degree from Dartmouth College and an MBA from Tuck School of Business at Dartmouth.
Postes actifs de Fred Martin
Sociétés | Poste | Début |
---|---|---|
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Fondateur | 01/02/1997 |
Anciens postes connus de Fred Martin
Sociétés | Poste | Fin |
---|---|---|
Mitchell Hutchins Asset Management, Inc. | Corporate Officer/Principal | 31/12/1996 |
Wells Fargo Bank Minnesota, NA
Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | 31/12/1977 |
Formation de Fred Martin
Dartmouth College | Undergraduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 3 |
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Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Finance |
Mitchell Hutchins Asset Management, Inc. | Finance |
Wells Fargo Bank Minnesota, NA
Wells Fargo Bank Minnesota, NA Major BanksFinance Headquartered in Minneapolis, Minnesota, Wells Fargo Bank Minnesota NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |