Mark Bogar
Directeur en chef des Investissements chez Pallas Capital Advisors LLC
Profil
Mr. Mark A.
Bogar, CFA MBA, is a Chief Investment Officer at Pallas Capital Advisors LLC.
He utilizes his over 20 years of institutional investment experience to oversee all investment strategies at the firm.
He is responsible for directing the investment philosophy and process, as well as leading the team in tailoring execution to each client account.
Mr. Bogar was previously employed as an Active Equity Chief Investment Officer by Mellon Investments Corp., a Senior Managing Director by The Boston Company Asset Management LLC, a Supervisor by State Street Bank & Trust Co. of California, NA, and a Senior Vice President by Putnam Investment Management LLC.
He received his undergraduate degree from The Pennsylvania State University and a graduate degree from Kellogg School of Management.
Postes actifs de Mark Bogar
| Sociétés | Poste | Début |
|---|---|---|
Pallas Capital Advisors LLC
 Pallas Capital Advisors LLC Investment ManagersFinance Pallas Capital Advisors LLC is an independent financial planning and investment advisory firm affiliated with registered investment advisor, GWM Advisors LLC. The private company is based in Braintree, MA and is led by founders and managing partners, Richard Mullen, Greg Boyle, and Charles Evangelakos. Pallas Capital Advisors is a registered investment advisor that continuously monitors and updates clients' whole financial picture. The company was founded in 2019 by Richard Sholes Mullen, who has been the CEO since 2019. | Directeur en chef des Investissements | 01/06/2020 |
Anciens postes connus de Mark Bogar
| Sociétés | Poste | Fin |
|---|---|---|
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Head-Equity Investments | 01/12/2019 |
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Analyst-Equity | - |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | 31/03/2007 |
State Street Bank & Trust Co. of California, NA
 State Street Bank & Trust Co. of California, NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA. | Corporate Officer/Principal | 30/11/1994 |
Formation de Mark Bogar
| The Pennsylvania State University | Undergraduate Degree |
| Kellogg School of Management | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
State Street Bank & Trust Co. of California, NA
State Street Bank & Trust Co. of California, NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA. | Finance |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Pallas Capital Advisors LLC
Pallas Capital Advisors LLC Investment ManagersFinance Pallas Capital Advisors LLC is an independent financial planning and investment advisory firm affiliated with registered investment advisor, GWM Advisors LLC. The private company is based in Braintree, MA and is led by founders and managing partners, Richard Mullen, Greg Boyle, and Charles Evangelakos. Pallas Capital Advisors is a registered investment advisor that continuously monitors and updates clients' whole financial picture. The company was founded in 2019 by Richard Sholes Mullen, who has been the CEO since 2019. | Finance |