As the firm’s Research Director, Marvin maintains and updates our proprietary investment model, the Dynamic Contrarian Portfolio Strategy ^TM.  He oversees fundamental research into investment opportunities caused by pricing anomalies and the selection of investment managers.

Marvin graduated from Swarthmore College with high honors in economics and a minor in psychology. His primary studies focused on international economics, trade, and social psychology. In 2005, Marvin received his Certified Financial Planner (CFP®) designation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.