Mark Anthony Mumford
Directeur/Membre du Conseil chez Hollow Brook Wealth Management LLC
Profil
Mr. Mark A.
Mumford, CFA, is a Managing Director at Hollow Brook Wealth Management LLC.
He is on the Board of Directors at Hollow Brook Wealth Management LLC.
He is responsible for assisting with investment analysis, portfolio management, client relations, and business development.
Before joining Hollow Brook, he was an Associate at J.P.
Morgan Private Bank.
At J.P.
Morgan, he served on a strategy and management team responsible for the US Private Bank.
Prior to that, he covered ultra-high net worth clients serving as an investment analyst for the Oklahoma market.
As an analyst, he was responsible for portfolio analysis and advisement on investment and credit solutions.
He received a BSBA in finance from the University of Tulsa.
He is a CFA charterholder.
Postes actifs de Mark Anthony Mumford
Sociétés | Poste | Début |
---|---|---|
Hollow Brook Wealth Management LLC
Hollow Brook Wealth Management LLC Investment ManagersFinance Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities. | Directeur/Membre du Conseil | 01/06/2018 |
Formation de Mark Anthony Mumford
The University of Tulsa | Undergraduate Degree |
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 | 1 |
---|---|
Hollow Brook Wealth Management LLC
Hollow Brook Wealth Management LLC Investment ManagersFinance Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities. | Finance |