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Profile
Marc Evan Friedman worked as a Director of Research at Princeton Fund Advisors LLC from 2006 to 2008.
He was an Associate at Bard Capital Group LLC from 2005 to 2007.
He worked as an Associate at Morgan Stanley and as an Investment Banker at Stifel Financial Corp.
He was the SVP of Investment Strategy & Research at Mount Yale Capital Group LLC and Senior Vice President of Invt Strategy & Research at Mount Yale Investment Advisors LLC from 2006 to 2018.
Mr. Friedman completed his undergraduate degree at The University of Colorado and his graduate degree, an MBA, at the University of Denver.
Former positions of Marc Evan Friedman
| Companies | Position | End |
|---|---|---|
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale’s investment approach combines proprietary risk management, due diligence, experienced portfolio construction and portfolio monitoring. Their strategic asset allocation serves as the foundation for market exposure over the long-term. Based on market conditions, the firm allocates to major asset classes, including equities, fixed income, and alternative assets. | Director of Research - Equity | 2018-07-31 |
Mount Yale Investment Advisors LLC
 Mount Yale Investment Advisors LLC Investment ManagersFinance EPWP's strategies seek to protect capital, create consistent income or grow wealth each in the appropriate proportion to achieve investor’s goals. Their investment team has incorporated the sophisticated risk management and investment strategy techniques used for our custom portfolios into a more simplified model based program. The firm’s methods of analysis include independent research on investment managers and managed investment vehicles in addition to informational databases provided by third parties. | Director of Research - Equity | 2018-07-31 |
Princeton Fund Advisors LLC
 Princeton Fund Advisors LLC Investment ManagersFinance PFA advises alternative strategy mutual funds that may pursue investment returns through a combination of managed futures, equity long short, fixed income and/or other investment strategies. Their investment oversight process combines risk management, due diligence and portfolio monitoring. | Director of Research - Equity | 2008-07-31 |
Bard Capital Group LLC
 Bard Capital Group LLC Investment ManagersFinance Bard Capital invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for buyout and growth capital requirements. | Private Equity Analyst | 2007-12-30 |
| STIFEL FINANCIAL CORP. | Corporate Officer/Principal | 2004-12-30 |
Education of Marc Evan Friedman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
8
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Stifel Financial Corp.
 Stifel Financial Corp. Investment ManagersFinance Operates as a bank holding company through its subsidiaries provides wealth and asset management, investment banking & trading services | Finance |
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Bard Capital Group LLC
Bard Capital Group LLC Investment ManagersFinance Bard Capital invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for buyout and growth capital requirements. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mount Yale Capital Group LLC
Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale’s investment approach combines proprietary risk management, due diligence, experienced portfolio construction and portfolio monitoring. Their strategic asset allocation serves as the foundation for market exposure over the long-term. Based on market conditions, the firm allocates to major asset classes, including equities, fixed income, and alternative assets. | Finance |
Mount Yale Investment Advisors LLC
Mount Yale Investment Advisors LLC Investment ManagersFinance EPWP's strategies seek to protect capital, create consistent income or grow wealth each in the appropriate proportion to achieve investor’s goals. Their investment team has incorporated the sophisticated risk management and investment strategy techniques used for our custom portfolios into a more simplified model based program. The firm’s methods of analysis include independent research on investment managers and managed investment vehicles in addition to informational databases provided by third parties. | Finance |
Princeton Fund Advisors LLC
Princeton Fund Advisors LLC Investment ManagersFinance PFA advises alternative strategy mutual funds that may pursue investment returns through a combination of managed futures, equity long short, fixed income and/or other investment strategies. Their investment oversight process combines risk management, due diligence and portfolio monitoring. | Finance |
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