![Mark James Delfino](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Mark J.
Delfino was previously employed as a Chief Executive Officer & Senior Managing Director by HoyleCohen LLC.
He received his undergraduate degree from Butler University and an MBA from Harvard University.
Anciens postes connus de Mark James Delfino
| Sociétés | Poste | Fin |
|---|---|---|
HoyleCohen LLC
 HoyleCohen LLC Investment ManagersFinance HC allocates a client’s investment assets among various asset classes and securities, in accordance with the client’s specific goals, time horizon and investment constraints. The firm employs an investment approach that combines a blend of investment strategies into a proprietary investment platform they refer to as “CorePlus” strategy. The Core portion of HC’s CorePlus investment platform consists of mutual funds, ETFs and/or individual securities. The Plus aspect includes a variety of more specialized investment strategies and programs. Plus strategies are only recommended based on strict suitability criteria and are used when HC believes more traditional strategies may not achieve the desired outcome. | Directeur Général | 01/03/2025 |
Formation de Mark James Delfino
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Butler University
 Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HoyleCohen LLC
HoyleCohen LLC Investment ManagersFinance HC allocates a client’s investment assets among various asset classes and securities, in accordance with the client’s specific goals, time horizon and investment constraints. The firm employs an investment approach that combines a blend of investment strategies into a proprietary investment platform they refer to as “CorePlus” strategy. The Core portion of HC’s CorePlus investment platform consists of mutual funds, ETFs and/or individual securities. The Plus aspect includes a variety of more specialized investment strategies and programs. Plus strategies are only recommended based on strict suitability criteria and are used when HC believes more traditional strategies may not achieve the desired outcome. | Finance |
