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Mark Edward McComsey
Directeur Général chez
Illumine Investment Management LLC
Profil
Mark Edward McComsey is the founder of Illumine Investment Management LLC, serving as Chief Executive Officer & Information Officer since 2016.
Former positions include Chief Strategist & Director of Asset Management at Beverly Hills Wealth Management LLC, Chief Strategist & Director at McComsey Asset Management LLC from 2013 to 2015, Financial Consultant at Merrill Lynch & Co., Inc. from 1994 to 1998, and Vice President at Morgan Stanley from 1998 to 2005.
Education includes an undergraduate degree from the University of Southern California, conferred in 1994.
Postes actifs de Mark Edward McComsey
| Sociétés | Poste | Début |
|---|---|---|
Illumine Investment Management LLC
 Illumine Investment Management LLC Investment ManagersFinance Illumine develops a disciplined approach to asset allocation and security selection that applies across all our strategies. | Directeur Général | 01/01/2016 |
Anciens postes connus de Mark Edward McComsey
| Sociétés | Poste | Fin |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Beverly Hills Wealth Management LLC
 Beverly Hills Wealth Management LLC Investment ManagersFinance Beverly Hills Wealth Management''s (BHWM) asset management division offers four actively managed portfolio strategies for high net-worth investors. These are Earnings Revision Growth (ERG), Earnings Revision Growth Risk Aware (ERG-RA), BHWM Small-Cap Growth, Global Aware Multi-Strategy and BHWM Navigator. The firm''s Earnings Revision Growth invests in a diversified portfolio of the strongest US large-cap growth companies that are experiencing positive earnings estimate revisions, have high liquidity, and low debt. BHWM''s Earnings Revision Growth Risk Aware strategy is a tactical enhancement of their Earnings Revision Growth strategy that invests in US All-Cap Equities and ETFs and is designed to reduce volatility during periods of negative earnings. The BHWM Small-Cap Growth strategy invests in a diversified portfolio of US small-cap companies that are experiencing positive earnings estimate revisions, along with durable and timely growth. The firm''s Global Aware Multi-Strategy portfolio is an actively managed global portfolio that invests in foreign and domestic markets across multiple strategies and investment classes including global all-cap mutual funds, ETFs and closed-end funds. Changes are made to allocations based on efficient frontier modeling and risk adjusted performance. The BHWM Navigator is a multi-asset class portfolio of cost efficient “best of class” ETFs with global exposure. The strategy provides current income and growth with moderate risk for accounts under $150,000. | Gestionnaire de Portefeuille-Actions | - |
McComsey Asset Management LLC
 McComsey Asset Management LLC Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | - |
Formation de Mark Edward McComsey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Beverly Hills Wealth Management LLC
Beverly Hills Wealth Management LLC Investment ManagersFinance Beverly Hills Wealth Management''s (BHWM) asset management division offers four actively managed portfolio strategies for high net-worth investors. These are Earnings Revision Growth (ERG), Earnings Revision Growth Risk Aware (ERG-RA), BHWM Small-Cap Growth, Global Aware Multi-Strategy and BHWM Navigator. The firm''s Earnings Revision Growth invests in a diversified portfolio of the strongest US large-cap growth companies that are experiencing positive earnings estimate revisions, have high liquidity, and low debt. BHWM''s Earnings Revision Growth Risk Aware strategy is a tactical enhancement of their Earnings Revision Growth strategy that invests in US All-Cap Equities and ETFs and is designed to reduce volatility during periods of negative earnings. The BHWM Small-Cap Growth strategy invests in a diversified portfolio of US small-cap companies that are experiencing positive earnings estimate revisions, along with durable and timely growth. The firm''s Global Aware Multi-Strategy portfolio is an actively managed global portfolio that invests in foreign and domestic markets across multiple strategies and investment classes including global all-cap mutual funds, ETFs and closed-end funds. Changes are made to allocations based on efficient frontier modeling and risk adjusted performance. The BHWM Navigator is a multi-asset class portfolio of cost efficient “best of class” ETFs with global exposure. The strategy provides current income and growth with moderate risk for accounts under $150,000. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McComsey Asset Management LLC
McComsey Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
Illumine Investment Management LLC
Illumine Investment Management LLC Investment ManagersFinance Illumine develops a disciplined approach to asset allocation and security selection that applies across all our strategies. | Finance |
