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Marty Dirks

Senior Investment Consultant
San Francisco, CA, US

Tel: +1 415 4031333

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Education

  • BS, Physics, Bemidji State University
  • MBA, Harvard Business School

Current Responsibility

Marty is a senior investment consultant with the San Francisco office of Milliman.

Experience

Marty began his investment career after graduating from Harvard Business School in 1987 by joining the merger and acquisition group at Cooper Industries, a Fortune 100 industrial company. In 1989, he transitioned to public stock investing as a long/short equity analyst and portfolio manager at Feshbach Brothers, Odyssey Partners, and Harvard's endowment. At Harvard, he managed a long/short technology equity portfolio that grew to over $800 million with audited annualized returns of 43% over five and a half years.

During his career, Marty has been fortunate to be affiliated with premier firms. Feshbach Brothers was one of the largest and most successful short-selling firms. Odyssey Partners earned an average annual return for its investors of 22% over 14 years. Harvard Management, under the management of Jack Meyer, has one of the best investment records for any large institution, increasing assets from $4.8 billion and to $25.9 billion in 15 years.

From 2000 to 2004, Marty founded and managed a long/short equity hedge fund and from 2004 to 2010, he was a financial consultant and expert witness in complex financial litigation cases. From 2010 to 2012, Marty was the director of research at McCullough & Associates, a boutique value equity manager.

Affiliations

  • Board member, Federated Retirement System for the City of San Jose since 2010
  • Adjunct professor, teaches portfolio management in the MBA program at Golden Gate University since 2006
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman