Profil
Mr. David P.
Marks, CFA MBA, is President at MEMBERS Capital Advisors, Inc. He is on the Board of Directors at University of Connecticut Health Center.
Mr. Marks was previously employed as Chief Investment Officer by The Travelers Insurance Co., President by TimesSquare Capital Management, Inc., Allianz of America, Inc., a Principal by BlackRock High Income Shares, Chief Investment Officer by Citigroup Private Bank, CUNA Mutual Group and Senior Vice President by Connecticut General Life Insurance Co. He also served on the board at Realty Finance Corp.
He received his undergraduate degree from the University of Connecticut, an MBA from the University of Connecticut and an MBA from Dartmouth College.
Postes actifs de David Paul Marks
| Sociétés | Poste | Début |
|---|---|---|
University of Connecticut Health Center
University of Connecticut Health Center Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | - |
Anciens postes connus de David Paul Marks
| Sociétés | Poste | Fin |
|---|---|---|
CUNA Mutual Group
CUNA Mutual Group Insurance Brokers/ServicesFinance Provides insurance, retirement and investment solutions | Directeur en chef des Investissements | 31/12/2015 |
| CV HOLDINGS, INC. | Directeur/Membre du Conseil | 04/11/2008 |
Cigna Investments, Inc.
Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported. | President | 01/10/2005 |
The Travelers Insurance Co.
The Travelers Insurance Co. Life/Health InsuranceFinance Provides individual annuities, life insurance and institutional protection | Directeur en chef des Investissements | 01/06/2005 |
Allianz of America, Inc.
Allianz of America, Inc. Investment ManagersFinance Allianz of America seeks to compound a portfolio's long-term returns at a greater rate than is available in the marketplace. Their fixed-income strategy evaluates key risk factors including interest rate, yield curve, credit, volatility and security selection. | President | 31/12/2000 |
Formation de David Paul Marks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
The Travelers Insurance Co.
The Travelers Insurance Co. Life/Health InsuranceFinance Provides individual annuities, life insurance and institutional protection | Finance |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Finance |
Connecticut General Life Insurance Co.
Connecticut General Life Insurance Co. Multi-Line InsuranceFinance Provides insurance services | Finance |
Allianz of America, Inc.
Allianz of America, Inc. Investment ManagersFinance Allianz of America seeks to compound a portfolio's long-term returns at a greater rate than is available in the marketplace. Their fixed-income strategy evaluates key risk factors including interest rate, yield curve, credit, volatility and security selection. | Finance |
Cigna Investments, Inc.
Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported. | Finance |
CV Holdings, Inc.
CV Holdings, Inc. Real Estate Investment TrustsFinance Provides loan brokerage and real estate management services | Finance |
BlackRock High Income Shares
BlackRock High Income Shares Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CUNA Mutual Group
CUNA Mutual Group Insurance Brokers/ServicesFinance Provides insurance, retirement and investment solutions | Finance |
University of Connecticut
University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Finance |
University of Connecticut Health Center
University of Connecticut Health Center Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















