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Marvin Behm, Cfa

Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Self-Employed Contractor</span>
Intro Book
Seasoned finance expert with experience in valuation, private equity, and alternative investments.
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Location
Chicago, Illinois, United States, US
Skills
  • Valuation
  • Private Equity
  • Hedge Funds
  • Alternative Investments
  • Finance
  • Show all
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Bio

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Marvin Behm, CFA, is a seasoned finance professional with extensive experience in valuation, private equity, hedge funds, and alternative investments. He has held various roles, including Chief Financial Officer, Chief Compliance Officer, and Portfolio Manager, and has worked with prominent companies such as Excelsior Capital Management, LLC, and Procter & Gamble. Marvin holds a Master of Business Administration from Northwestern University and a Bachelor of Science from The Ohio State University.

Credentials

  • Chartered Financial Analyst
    CFA Institute

Experience

  • Self-Employed Contractor
    • Consultant
      • Jun 2014 - Jun 2021

      Accounting and Finance - including profitability, cash flow and return analysis; annual audit testing and financial statement preparation; forecasting, budgeting and cost control; KPI, investor performance and tax reporting; daily journal entry; month-end closing and reconciliation; and payroll a...

  • Excelsior Capital Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • 2007 - 2013

    • Chief Compliance Officer
      • 2005 - 2013

    • Chief Accounting Officer
      • 2004 - 2013

    • Portfolio Manager
      • 2005 - 2011

    • Credit Analyst
      • 2002 - 2005

  • Duff and Phelps Credit Rating Co. (acquired 200...
    • Chicago
    • Vice President
      • 1993 - 2001
      • Chicago
  • Procter & Gamble
    • Cincinnati
    • Business Unit Finance Manager
      • 1986 - 1992
      • Cincinnati

Education

  • Northwestern University - Kellogg School of Management
  • The Ohio State University

Suggested Services

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Industry Focus. “Investment Banking”

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