Damon Anson Ficklin
Analyst-Equity bij Polen Capital Management LLC
Vermogen: 5 M $ op 31-05-2024
Profiel
Mr. Damon A.
Ficklin is a Head of Team, Portfolio Manager & Analyst at Polen Capital Management LLC.
He is responsible for leading the investment team, maintaining the firm’s investment philosophy and managing client assets.
He also works as an analyst, identifying and researching investments for the strategy.
He joined Polen Capital in 2003.
Prior to joining Polen Capital in 2003, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse.
He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.
Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S.
in Accounting, earned a M.S.
in Accounting from Appalachian State University, and earned an MBA from The University of Chicago Booth School of Business.
Bekende belangen in openbare bedrijven
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
Polen Credit Opportunities Fund
inf% | 31-12-2023 | 524 355 ( inf% ) | 5 M $ | 31-05-2024 |
Actieve functies van Damon Anson Ficklin
| Bedrijven | Functie | Begin |
|---|---|---|
Polen Capital Management LLC
 Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Analyst-Equity | 01-01-2003 |
Eerdere bekende functies van Damon Anson Ficklin
| Bedrijven | Functie | Einde |
|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 01-08-2000 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Opleiding van Damon Anson Ficklin
| University of South Florida | Undergraduate Degree |
| Appalachian State University | Graduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Bedrijven in privébezit | 2 |
|---|---|
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
