Profil
Prior to joining IFS in August 2003, Mr. Becker was an Analyst at Economic Analysis Group, Ltd.
(EAG) based in Washington, DC, where he prepared profit/loss analysis of historical investment performance of brokerage accounts for litigation support projects.
He also prepared ad hoc analysis of cash flows between accounts in money laundering disputes.
His work also included modeling hypothetical investment returns.
Prior to working at EAG, Mr. Becker was an Analyst Intern at American Express Financial Advisors, where he assisted in the preparation of financial plans.
He attended first-year advisor training sessions on various subjects such as estate planning, retirement planning and investment strategies.
Mr. Becker graduated from the Robins School of Business at the University of Richmond with a Bachelor of Science degree in Economics and Business Administration.
He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute.
Ehemalige bekannte Positionen von Marc D. Becker
| Unternehmen | Position | Ende |
|---|---|---|
Independent Fiduciary Services, Inc.
 Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Analyst-Equity | 30.07.2012 |
Ausbildung von Marc D. Becker
| University of Richmond | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
