Profil
Mr. Mark A. Graham is Head of Wealth Management at Wilmington Trust of Pennsylvania.
Prior to joining Wilmington Trust of Pennsylvania in 1983, Mr. Graham was previously employed as Executive VP & Head-Wealth Advisory Services by Wilmington Trust Corp.
and President-Mid Atlantic Region by Wilmington Trust FSB.
Mr. Graham received his undergraduate degree from the University of North Carolina of Chapel Hill.
Anciens postes connus de Mark A. Graham
| Sociétés | Poste | Fin |
|---|---|---|
Wilmington Trust, FSB (Delaware) (Investment Management)
Wilmington Trust, FSB (Delaware) (Investment Management) Investment ManagersFinance Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their Complete Asset Management investment approach seeks to manage risk across the spectrum of asset classes, while uncovering market opportunities at the same time. They seek to take advantage of market cycles, rather than simply reacting to them. The firm takes a broader view of the markets across investment vehicles and over time and shifts assets, styles and managers to capitalize on cyclical market trends. Their research and allocation process is based on three fundamental principles: diversification, asset shifting and investment search/selection. Wilmington Trust's offerings provide direct investment in, or indirect exposure to, a broad group of asset classes, strategies and vehicles. Asset Classes include equities, fixed-income, hedge funds and inflation hedges. Wilmington Trust's equity strategies include value, growth, passive, small-cap, mid-cap and large-cap, emerging international, developed international and private equity. Fixed-income investments include municipal bonds, taxable bonds, short- and intermediate-term bonds and cash management. The firm offers investments in directional and low volatility hedge funds. Wilmington Trust also offers hedges against inflation through investments in inflation-linked securities, real estate-related securities, commodity/natural resource-related securities and private real estate. Wilmington Trust offers a variety of investment vehicles including separately managed accounts, mutual funds, private funds, other pooled investment vehicles, fundamentally weighted portfolios and ETFs. | Directeur en chef des Investissements | 04/06/2013 |
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading. | Directeur en chef des Investissements | 27/09/2012 |
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Corporate Officer/Principal | 16/05/2011 |
Formation de Mark A. Graham
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Wilmington Trust, FSB (Delaware) (Investment Management)
Wilmington Trust, FSB (Delaware) (Investment Management) Investment ManagersFinance Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their Complete Asset Management investment approach seeks to manage risk across the spectrum of asset classes, while uncovering market opportunities at the same time. They seek to take advantage of market cycles, rather than simply reacting to them. The firm takes a broader view of the markets across investment vehicles and over time and shifts assets, styles and managers to capitalize on cyclical market trends. Their research and allocation process is based on three fundamental principles: diversification, asset shifting and investment search/selection. Wilmington Trust's offerings provide direct investment in, or indirect exposure to, a broad group of asset classes, strategies and vehicles. Asset Classes include equities, fixed-income, hedge funds and inflation hedges. Wilmington Trust's equity strategies include value, growth, passive, small-cap, mid-cap and large-cap, emerging international, developed international and private equity. Fixed-income investments include municipal bonds, taxable bonds, short- and intermediate-term bonds and cash management. The firm offers investments in directional and low volatility hedge funds. Wilmington Trust also offers hedges against inflation through investments in inflation-linked securities, real estate-related securities, commodity/natural resource-related securities and private real estate. Wilmington Trust offers a variety of investment vehicles including separately managed accounts, mutual funds, private funds, other pooled investment vehicles, fundamentally weighted portfolios and ETFs. | Finance |
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading. | Finance |
The University of North Carolina at Charlotte
The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















