Profil
Mr. Mark Q.
Haley is an Executive Vice President at Winfield Associates, Inc.
He has over 15 years of investment experience, including 3 years at Citigroup Smith Barney.
He is a graduate of St. Mary’s College of California, Economics (BS).
Anciens postes connus de Mark Quien Haley
| Sociétés | Poste | Fin |
|---|---|---|
Winfield Associates, Inc.
 Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Gestionnaire de Portefeuille-Actions | 01/06/2022 |
Formation de Mark Quien Haley
| St. Mary's College of California | Undergraduate Degree |
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| Entreprise privées | 1 |
|---|---|
Winfield Associates, Inc.
Winfield Associates, Inc. Investment ManagersFinance Winfield Associates, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1997 and was acquired in 2022 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center. Winfield Associates provides advisory services for individuals, endowments and foundations, retirees and business owners, including qualified retirement plans. | Finance |