Dan McGilvray
Career history of Dan McGilvray
Former positions of Dan McGilvray
| Companies | Position | Start | 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. | Analyst-Equity | 01/04/2013 | - |
| Director of Research - Equity | 01/04/2013 | - | |
| Investment Committee Member | 01/04/2013 | - | |
| Portfolio Manager-Equities | 01/04/2013 | - | |
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 | 01/01/2003 | - |
Training of Dan McGilvray
| University of Colorado Boulder | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 2 |
| Director of Research - Equity | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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