Mark Anthony Bernazzani
Directeur Général chez My Personal CFO LLC
Profil
Mark Anthony Bernazzani is currently the Chief Executive Officer & Chief Compliance Officer at My Personal CFO LLC since 2018.
Prior to this, he worked as a Vice President at Citigroup Global Markets, Inc. (Broker) from 2009 to 2013 and as a Lead Advisor at Brighton Jones LLC from 2013 to 2018.
He completed his undergraduate degree from the University of Idaho and earned an MBA from The Leonard N Stern School of Business in 2009.
Postes actifs de Mark Anthony Bernazzani
| Sociétés | Poste | Début |
|---|---|---|
My Personal CFO LLC
 My Personal CFO LLC Investment ManagersFinance My Personal CFO LLC is an independent registered investment advisor headquartered in Vancouver, Washington. The firm was founded in 2018 and is principally owned by Mark Bernazzani. My Personal CFO offers a variety of advisory services, which include financial planning and consulting services, wealth management services, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plans (such as defined benefit plans). | Directeur Général | 01/10/2018 |
Anciens postes connus de Mark Anthony Bernazzani
| Sociétés | Poste | Fin |
|---|---|---|
Brighton Jones LLC
 Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Corporate Officer/Principal | 01/05/2018 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 01/04/2013 |
Formation de Mark Anthony Bernazzani
| University of Idaho | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
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 | 3 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Brighton Jones LLC
Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Finance |
My Personal CFO LLC
My Personal CFO LLC Investment ManagersFinance My Personal CFO LLC is an independent registered investment advisor headquartered in Vancouver, Washington. The firm was founded in 2018 and is principally owned by Mark Bernazzani. My Personal CFO offers a variety of advisory services, which include financial planning and consulting services, wealth management services, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plans (such as defined benefit plans). | Finance |
