Portfolio Management

Our team of portfolio managers brings decades of experience and strives to provide effective, personalized service and superior returns for our clients.

Meet the Team

David
Marvin
Chairman of the Board, Portfolio Manager Principal

Mr. Marvin is a member of the Management Committee. Together with Stan Palmer, he founded the firm in July 1986. Prior to starting Marvin & Palmer Associates, Mr. Marvin served for ten years as Vice President in charge of the $10 billion internally-managed DuPont Pension Fund. Preceding his employment at DuPont, he worked for Investors Diversified Services as the Head Portfolio Manager for the IDS Stock Fund, the largest equity mutual fund in the United States at the time of his tenure. He started in the investment business in 1965 as a securities analyst for Chicago Title & Trust. Mr. Marvin earned his M.B.A. from Northwestern University and B.S. from the University of Illinois. He is a CFA charterholder and a member of the CFA Institute.

Stanley
Palmer
Vice Chairman Emeritus Founder

Mr. Palmer is one of the Founders of Marvin & Palmer Associates. He retired from investment management activities in December 2015 and retains the title of Vice Chairman Emeritus within the organization. Before he formed Marvin & Palmer Associates with Dave Marvin in 1986, he worked at the DuPont Pension Fund as an International Equity Portfolio Manager from 1978 to 1986. Prior to this, he was a portfolio manager and analyst at Investors Diversified Services from 1971 through 1978. He was an analyst at the Harris Trust & Savings Bank from 1964 through 1971. Mr. Palmer earned his M.B.A. from the University of Iowa and B.S. from Gustavus Adolphus College. He is a CFA charterholder, a member of the CFA Institute and a member of the CFA Society of Seattle.

Todd
Marvin
President, Portfolio Manager Principal

Mr. Marvin is a member of the Management Committee. He began with the firm as an International Analyst in 1991 and became a Portfolio Manager in 1993. Prior to joining the firm, he worked for Oppenheimer & Company as an analyst in investment banking. Mr. Marvin earned his B.A. from Wesleyan University. He is a CFA charterholder, a member of the CFA Institute and a member of the CFA Society of Philadelphia.

Jay
Middleton
Portfolio Manager Principal

Mr. Middleton joined the firm in 1989 as a Global Analyst and became a Portfolio Manager in 1992. Mr. Middleton earned his B.A. from Wesleyan University. He is a member of the Phi Beta Kappa Honor Society.

Stephen
Marvin
Portfolio Manager Principal

Mr. Marvin joined the firm in 1994 as a Global Analyst and became a Portfolio Manager in 1997. Prior to joining the firm, he worked for Bear, Stearns & Company as a Corporate Finance Analyst. Mr. Marvin earned his B.A. from Carleton College. He is a Financial Risk Manager (FRM) – Certified by the Global Association of Risk Professionals.