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Perfil
Mr. Marshall B. Reid, CFA MBA, is a Founding Member & Managing Director at Blue Edge Capital LLC.
He participates in portfolio management and research, and oversees a number of client relationships.
He has over 30 years of direct industry experience.
He founded and grew Atlantic Capital Management, LLC into a multi-cap growth investment advisory company where he managed $700 million of equities on behalf of institutions and wealthy individuals.
Prior to ACM, he served as President and Managing Director of Scott & Stringfellow Capital Management, where he launched and grew a small cap growth portfolio to over $500 million in assets.
He was also a Portfolio Manager at The Bank of New York, where he directed both equity and balanced funds for institutions and individuals.
He received his Masters in Business Administration from the Columbia Business School and his Bachelor of Arts from the University of Virginia.
He is a Chartered Financial Analyst.
Cargos activos de Bagley Reid
| Empresas | Cargo | Inicio |
|---|---|---|
Blue Edge Capital LLC
 Blue Edge Capital LLC Investment ManagersFinance BEC uses index-tracking exchange traded funds (ETFs) to achieve asset allocation targets, reduces investment costs, improves portfolio transparency, and eliminates the manager and security selection risks that often contribute to underperformance. | Fundador | 01/01/2010 |
Antiguos cargos conocidos de Bagley Reid.
| Empresas | Cargo | Fin |
|---|---|---|
Scott & Stringfellow Financial, Inc.
 Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate | Presidente | 31/12/1997 |
Bank of New York (New York Branch)
 Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Gestor de Cartera-Acciones | 31/12/1991 |
Atlantic Capital Management LLC
 Atlantic Capital Management LLC Investment ManagersFinance Atlantic Capital Management (ACM) employs quantitative analysis to narrow the universe of securities to a list of potential investment candidates. This process considers a company's size and growth and seeks to identify a catalyst that may propel future earnings. The firm uses qualitative analysis to evaluate the industry, management quality, financial statement strength and the probability of a successful investment. ACM's proprietary research process continues with a review of the market's expectations for the company. This process consists of comparing Wall Street analysts' published reports, including models and industry fundamentals, to management's remarks, press releases, conference calls, SEC filings, models and business dynamics. ACM looks for companies with proven management teams, well-defined corporate strategies, accelerating market shares and solid revenue and earnings growth. Using this information, the firm then determines if the company has the potential to exceed Wall Street's expectations and decides whether to purchase the security, continue to monitor the price of the security for valuation purposes or pass altogether. | Fundador | - |
Formación de Bagley Reid.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
86
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
Atlantic Capital Management LLC
Atlantic Capital Management LLC Investment ManagersFinance Atlantic Capital Management (ACM) employs quantitative analysis to narrow the universe of securities to a list of potential investment candidates. This process considers a company's size and growth and seeks to identify a catalyst that may propel future earnings. The firm uses qualitative analysis to evaluate the industry, management quality, financial statement strength and the probability of a successful investment. ACM's proprietary research process continues with a review of the market's expectations for the company. This process consists of comparing Wall Street analysts' published reports, including models and industry fundamentals, to management's remarks, press releases, conference calls, SEC filings, models and business dynamics. ACM looks for companies with proven management teams, well-defined corporate strategies, accelerating market shares and solid revenue and earnings growth. Using this information, the firm then determines if the company has the potential to exceed Wall Street's expectations and decides whether to purchase the security, continue to monitor the price of the security for valuation purposes or pass altogether. | Finance |
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow is a large-cap value manager. They invest primarily in the stocks of US companies in the technology, energy minerals and consumer non-durables sectors. The firm maintains a medium turnover rate | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Finance |
Blue Edge Capital LLC
Blue Edge Capital LLC Investment ManagersFinance BEC uses index-tracking exchange traded funds (ETFs) to achieve asset allocation targets, reduces investment costs, improves portfolio transparency, and eliminates the manager and security selection risks that often contribute to underperformance. | Finance |
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