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Marcos Esparza, CFA

Marcos Esparza, CFA

Translator/Processor/Receptionist

Followers of Marcos Esparza, CFA2000 followers
location of Marcos Esparza, CFAGrand Rapids, Michigan, United States

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  • Timeline

  • About me

    Director of Private Investments at Greenville Asset Management

  • Education

    • University of Michigan

      2007 - 2011
      Bachelor of Arts Economics

      Activities and Societies: Tau Kappa Epsilon, University of Michigan Football-Wide receiver, Michigan Economic Society.

    • University of Michigan - Stephen M. Ross School of Business

      2017 - 2019
      Master of Business Administration - MBA

  • Experience

    • Felt and Polleys Attorneys

      May 2010 - May 2012
      Translator/Processor/Receptionist

    • Morgan Stanley Smith Barney

      Sept 2010 - Feb 2011
      Intern

    • Tower Hill Trading

      May 2012 - May 2013
      Equities Trader

    • University of Michigan

      Jun 2013 - May 2020

      • Senior Investment Associate

        Jul 2019 - May 2020

      • Investment Associate

        Aug 2018 - Jul 2019

      • Senior Investment Analyst

        Jun 2013 - Aug 2018

    • Greenville Asset Management

      Jun 2020 - now

      • Director of Private Investments

        Jan 2025 - now

      • Portfolio Manager

        Jun 2020 - Jan 2025

  • Licenses & Certifications

    • CFA

      CFA Institute
      Aug 2016