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Mark E. McCarron
Directeur en chef des Investissements chez
Wescott Financial Advisory Group LLC
Profil
Mr. Mark E.
McCarron, CFA, is a Principal & Chief Investment Officer at Wescott Financial Advisory Group LLC.
He manages Wescott’s investment team in researching, designing and implementing Wescott’s investment strategies and portfolio solutions for the firm’s clients through constantly evolving markets.
He is also responsible for client related communications on investment-focused matters, including research reports, quarterly commentaries, as well as other print and digital communications regarding Wescott’s investment philosophy, perspective, outlook and performance.
Mr. McCarron was previously employed as a Managing Director of Investment Strategy by Pitcairn Group LP, a Managing Director & Client Investment Strategist by SEI Investments Management Corp., and a Vice President & Chief Investment Strategist by Drexel Morgan Capital Advisers, Inc.
He received his undergraduate degree from Boston College.
Postes actifs de Mark E. McCarron
| Sociétés | Poste | Début |
|---|---|---|
Wescott Financial Advisory Group LLC
 Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott employs an open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow their clients’ wealth. The firm combines time-tested, unique wealth management and investment philosophies with proprietary tools to help turn client’s financial complexity into personal clarity. They couple the active management of stock selection with a passive strategy approach, which allows them to control risk and enhance their ability to outperform benchmarks. Wescott diversifies their portfolios with regard to geography, asset class and style. | Directeur en chef des Investissements | 01/10/2017 |
Anciens postes connus de Mark E. McCarron
| Sociétés | Poste | Fin |
|---|---|---|
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance DMCA is a global, value investor that believes informed asset allocation, careful manager selection, and disciplined risk management are vital to maintaining balance in a portfolio. The firm seeks good value in underlying earnings as well as earnings growth, combining value and growth components in client portfolios diversified across multiple asset classes and geographies. Ultimately, they believe that long-term growth is best achieved by reducing volatility to achieve smoother returns and avoiding severe declines. DMCA considers a wide range of asset classes and geographic regions in constructing portfolios, including those asset classes likely to produce excess returns unrelated to the equity market. | Membre du Comité d'Investissement | 01/01/2015 |
Pitcairn Group LP
 Pitcairn Group LP Investment ManagersFinance Pitcairn invests in public equity and fixed-income markets around the world. The firm employs both growth and value strategies and invests in companies across all market-caps. Their investment process is based on both fundamental and quantitative analysis. | Analyst-Equity | - |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Corporate Officer/Principal | - |
Formation de Mark E. McCarron
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn invests in public equity and fixed-income markets around the world. The firm employs both growth and value strategies and invests in companies across all market-caps. Their investment process is based on both fundamental and quantitative analysis. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies. | Finance |
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance DMCA is a global, value investor that believes informed asset allocation, careful manager selection, and disciplined risk management are vital to maintaining balance in a portfolio. The firm seeks good value in underlying earnings as well as earnings growth, combining value and growth components in client portfolios diversified across multiple asset classes and geographies. Ultimately, they believe that long-term growth is best achieved by reducing volatility to achieve smoother returns and avoiding severe declines. DMCA considers a wide range of asset classes and geographic regions in constructing portfolios, including those asset classes likely to produce excess returns unrelated to the equity market. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott employs an open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow their clients’ wealth. The firm combines time-tested, unique wealth management and investment philosophies with proprietary tools to help turn client’s financial complexity into personal clarity. They couple the active management of stock selection with a passive strategy approach, which allows them to control risk and enhance their ability to outperform benchmarks. Wescott diversifies their portfolios with regard to geography, asset class and style. | Finance |
