Profile
Mr. David M.
Potter, CFA MBA, is a Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc. He is responsible for Small-Cap Value and Mid-cap Value strategies.
He has been with the firm since 2005 and has been in the industry since 1994.
He is an owner of the firm and a member of the Board of Directors.
Prior to joining Fuller & Thaler, Mr. Potter was a Vice President at Goldman Sachs.
Previously, he was an Associate Director at Scotia Capital Markets.
Mr. Potter received his BA (honors) in Economics and Finance from McGill University in Montreal and his MBA (honors) in Finance from the University of Chicago.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
David Michael Potter active positions
| Companies | Position | Start |
|---|---|---|
Fuller & Thaler Asset Management, Inc.
Fuller & Thaler Asset Management, Inc. Investment ManagersFinance FullerThaler uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm primarily focused on US small-cap equities and mid-cap equities. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of David Michael Potter
| Companies | Position | End |
|---|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of David Michael Potter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Fuller & Thaler Asset Management, Inc.
Fuller & Thaler Asset Management, Inc. Investment ManagersFinance FullerThaler uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm primarily focused on US small-cap equities and mid-cap equities. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
McGill University
McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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