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David B. Marshak

Managing Director at Wellington Management, Fixed-Income Portfolio Manager


 

Background

David B. Marshak is a fixed income portfolio manager and member of the Bank Loan and High Yield Investment teams and Bank Loan Strategy Group. His primary focus is on Wellington Management’s sub-advised bank loan mutual funds.

Prior to joining Wellington Management in 2004, David was a research associate with Stonegate Capital Management (2001 – 2003). He also worked at Accenture, focusing on consulting to the financial services industry (1995 – 2001).

David received his MBA, with a concentration in finance, from Columbia Business School (2004) and his BBA, magna cum laude, from the University of Massachusetts, Amherst (1995). (1997).

Experience

Professional experience since 1995

Wellington Management
2004-present

Stonegate Capital Management
2001-2003

Accenture
1995-2001

Education

MBA, Columbia Business School
BBA, University of Massachusetts

 

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