As a Director at CFM Institutional Systematic Trends Equity Capped Fund. Organization, location and related investors we track.
As a Director at CFM Institutional Systematic Trends Equity Capped Fund, Alan Marshall brings a wealth of experience to the financial sector. His work aligns with the principles of firms like Raymond James, which has, since its inception in 1962, championed a human-centric approach to financial services. This philosophy emphasizes combining meticulous care with deep expertise to unlock potential in wealth management, corporate and institutional services, and advisor opportunities. Marshall's role likely involves navigating complex market trends and strategic investment decisions, mirroring the sophisticated offerings and dedication to client financial well-being that define leading financial institutions. His contributions are integral to driving growth and stability within the systematic trends equity space.
Every field above is read from the StartupFundraising investor directory — disclosed location, recorded investments and stated focus — and re-checked as filings arrive. Founders pair it with investors in New York when building a target list.
SEC Form D filings name Alan Marshall as a related person of one fund (2024–2026). Each entry links to the original filing on sec.gov.
Form D filings identify related persons of the issuing fund. Being named on a filing does not by itself evidence an investment in any company.
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