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.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. TGS Financial Advisors does not serve as an attorney, accountant, or insurance agent.  TGS Financial Advisors does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by TGS Financial Advisors) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.tgsfinancial.com.