Dave Mathisen

Director of Research & Portfolio Manager

DAVID MATHISEN is the Director of Research & Senior Portfolio Manager at Taylor Frigon Capital Management LLC.  He heads the due diligence team for Taylor Frigon Capital Partners LP and is a member of TFCMs Investment Committee.  Mr. Mathisen is a graduate of the US Military Academy at West Point and a former officer in the US Army, where he graduated from Ranger School, Jumpmaster School, and Air Assault School, commanded a company in the 4th Infantry Division, and two different platoons in the 82nd Airborne Division. He also earned a Master’s degree from Texas A&M University before returning to West Point as an instructor.  

 

Mr. Mathisen began his professional investment career in February of 2003 at Merrill Lynch and has been involved in discretionary portfolio management and research since then, leaving that firm to join Taylor Frigon in January 2007.

Important Disclosure Information       Form CRS     Privacy           © 2020

Taylor Frigon Capital Management, LLC is a privately owned, SEC-Registered Investment Advisory firm. More information about the advisor, including its investment strategies and objectives, can be obtained by visiting the Important Disclosure section of this site and reviewing the Form ADV 2A Brochure ,  2B Supplemental document, as well as the Part 3 Form CRS.

 

Please Note: Taylor Frigon Capital Management does not serve as an attorney, accountant, or insurance agent.  Taylor Frigon does not prepare estate planning documents, tax returns, or sell insurance products.

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