Marc Saurborn Email & Phone Number
CEO and Chief Investment Officer @ Dividend Assets Capital, LLC
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Marc Saurborn Location
- Ridgeland, SC, US
Marc Saurborn Work
- CEO and Chief Investment Officer @ (August 2025 - Present)
- Chief Investment Officer @ (January 2023 - Present)
- Director of Research and Investment Strategies @ (August 2022 - September 2025)
- Portfolio Manager and Chief Investment Officer @ (August 2018 - August 2022)
- Partner @ (February 2013 - August 2018)
- Senior Analyst and Vice President @ (April 2008 - January 2013)
- Portfolio Manager - Microcap and Midcap (Long and Short) Funds, Senior Analyst - U.S. Smallcap Fund @ (March 2005 - April 2008)
- Fund Analyst and Vice President - U.S. Smallcap Growth Team @ (February 2002 - March 2005)
- Equity Analyst and Vice President - U.S. Small, Micro and Midcap Equities Group @ (January 1999 - January 2002)
- Quantitative Portfolio Analyst - U.S. Small and Microcap Equities Group @ (January 1998 - January 1999)
- Senior Quantitative Analyst - International Equities Group @ (January 1995 - January 1998)
Marc Saurborn Education
- Georgia Tech Scheller College of Business
MBA (MSCE - Dual Degree Program)
1991-1993 - Vanderbilt University
Bachelor of Engineering - BE
1984-1988 - University of Leeds
Bachelor of Engineering - BE
1986-1987
Marc Saurborn Skills
- Portfolio Optimization
- Client Services
- Portfolio Management
- Wealth Management Services
- Financial Planning
- Equity Research
- Equities
- Financial Modeling
- Investments
- Emerging Markets
- Capital Markets
- Bloomberg
- Fixed Income
- Financial Analysis
- Chartered Financial Analyst
- Corporate Finance
- Asset Allocation
- Equity Valuation
- High Yield
- Research
- Energy
- Investment Strategies
- Asset Management
- Due Diligence
- Securities
- Equity Derivatives
- Mutual Funds
- Private Equity
- Institutional Investments
- Investment Banking
- Financial Markets
- Investor Relations
- Bloomberg Terminal
- Economics
- Analysis
- ETFs
- Finance
- Hedging
- Equity Trading
- Fund Of Funds
- Derivatives
- Risk Management
- Bonds
- Trading
- Fixed Income Analysis
- 401(a) and 403(b) plan management
- ESG Investing
- Socially Responsible Investing
- Asset Managment
- Valuation
- Hedge Funds
- Alternative Investments
- Investment Management
- FINRA
- Series 63
- Investment Advisory
- Series 7
- Equity
Marc Saurborn Summary
- Marc Saurborn, based in Ridgeland, SC, US, is currently a CEO and Chief Investment Officer at Dividend Assets Capital, LLC. Marc Saurborn brings experience from previous roles at Dividend Assets Capital, LLC, The Legacy Foundation, LLC and Patrumin Investors, LLC. Marc Saurborn holds a 1991 - 1993 MBA in MSCE - Dual Degree Program @ Georgia Tech Scheller College of Business. With a robust skill set that includes Portfolio Optimization, Client Services, Portfolio Management, Wealth Management Services, Financial Planning and more. Marc Saurborn has 2 emails and 2 mobile phone numbers on RocketReach.
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