FullerThaler Behav Md-Cp Val Instl
Indianapolis IN 46208
2960 North Meridian St., Suite 300
Capitol Series Trust
317-917-7000
管理資訊
David M. Potter,自 2017年12月20日 起的牽頭經辦人
Mr. Potter is the Lead Portfolio Manager for the Behavioral Small-Cap Value and Behavioral Mid-Cap Value strategies at FullerThaler and has ultimate decision-making authority for all investment aspects of his strategies. He has been with the firm since 2005 and has been in the financial industry since 1994. Prior to joining FullerThaler, he was a Vice President at Goldman Sachs. Previously, he was an Associate Director at Scotia Capital Markets. Mr. Potter received his BA (honors) in Economics and Finance from McGill University in Montreal and MBA (honors) in Finance from the University of Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Potter is an owner of the firm and a member of the Board of Directors.