Dan McGilvray
Profile
Daniel John McGilvray worked as a Director of Portfolio Management at Northstar Investment Advisors LLC and as an Analyst at Kirr, Marbach & Co. LLC.
He holds an MBA from Indiana University and an undergraduate degree from the University of Colorado Boulder.
Former positions of Dan McGilvray
Companies | Position | End |
---|---|---|
Northstar Investment Advisors LLC
Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Director of Research - Equity | - |
Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Analyst-Equity | - |
Training of Dan McGilvray
University of Colorado Boulder | Undergraduate Degree |
Indiana University | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 2 |
---|---|
Kirr, Marbach & Co. LLC
Kirr, Marbach & Co. LLC Investment ManagersFinance Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company. | Finance |
Northstar Investment Advisors LLC
Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Finance |
- Stock Market
- Insiders
- Dan McGilvray