David B. Marshak
Portfolio Manager-Fixed Income at Wellington Management Co. LLP
Profile
Mr. David B.
Marshak is a Managing Director & Fixed Income Portfolio Manager at Wellington Management Co. LLP.
He joined the firm in 2004 and is a 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, Mr. Marshak was a Research Associate with Stonegate Capital Management from 2001 up to 2003.
He also worked at Accenture, focusing on consulting to the financial services industry from 1995 up to 2001.
He received his MBA, with a concentration in Finance from Columbia Business School in 2004 and his BBA, magna cum laude from the University of Massachusetts, Amherst in 1995.
David B. Marshak active positions
| Companies | Position | Start |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Portfolio Manager-Fixed Income | 2004-05-31 |
Former positions of David B. Marshak
| Companies | Position | End |
|---|---|---|
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Stonegate Capital Management LLC
 Stonegate Capital Management LLC Investment ManagersFinance Founded in 2001 by Daniel Charleston, Timothy Finn and Brian Hessel, Stonegate Capital Management LLC is an investment advisor firm located in New York City. They manage the JWS CBO 2000-1 Corp., JWS CBO 2000-1 Ltd. and the Stonegate Credit Opportunities Partners Fund. | Analyst-Equity | - |
Training of David B. Marshak
| University of Massachusetts | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Accenture LLP
Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Commercial Services |
Stonegate Capital Management LLC
Stonegate Capital Management LLC Investment ManagersFinance Founded in 2001 by Daniel Charleston, Timothy Finn and Brian Hessel, Stonegate Capital Management LLC is an investment advisor firm located in New York City. They manage the JWS CBO 2000-1 Corp., JWS CBO 2000-1 Ltd. and the Stonegate Credit Opportunities Partners Fund. | Finance |
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