Dave Mathisen
Direktor der Forschung - Eigenkapital bei Taylor Frigon Capital Management LLC
Profil
David Warner Mathisen is currently the Director of Research & Portfolio Manager at Taylor Frigon Capital Management LLC.
He previously worked as a Financial Advisor at Merrill Lynch Investment Managers, Inc. from 2003 to 2006.
He also served as a Teacher at the US Military Academy.
Mr. Mathisen holds a graduate degree from Texas A&M University, which was conferred in 2001, and an undergraduate degree from the US Military Academy, which was conferred in 1991.
Aktive Positionen von Dave Mathisen
Unternehmen | Position | Beginn |
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Taylor Frigon Capital Management LLC
Taylor Frigon Capital Management LLC Investment ManagersFinance Taylor Frigon Capital Management LLC (TFCM) is a registered investment advisor headquartered in Scottsdale, California. The firm was founded by Gerald (Gerry) Frigon and in 2006 and is owned by the Frigon Revocable Trust. The “Taylor” in the firm’s name honors Richard C. Taylor, Gerry Frigon’s father-in-law and mentor. TFCM provides active investment strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors. The firm also serves as the investment adviser of the Taylor Frigon Core Growth Fund, a registered mutual fund. | Direktor der Forschung - Eigenkapital | 01.01.2017 |
Ehemalige bekannte Positionen von Dave Mathisen
Unternehmen | Position | Ende |
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Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Corporate Officer/Principal | - |
US Military Academy | Corporate Officer/Principal | - |
Ausbildung von Dave Mathisen
US Military Academy | Undergraduate Degree |
Texas A&M University | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Taylor Frigon Capital Management LLC
Taylor Frigon Capital Management LLC Investment ManagersFinance Taylor Frigon Capital Management LLC (TFCM) is a registered investment advisor headquartered in Scottsdale, California. The firm was founded by Gerald (Gerry) Frigon and in 2006 and is owned by the Frigon Revocable Trust. The “Taylor” in the firm’s name honors Richard C. Taylor, Gerry Frigon’s father-in-law and mentor. TFCM provides active investment strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors. The firm also serves as the investment adviser of the Taylor Frigon Core Growth Fund, a registered mutual fund. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |