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Mark Ronald Miller
Gestionnaire de Portefeuille-Actions chez
Albert D. Mason, Inc.
Profil
Mr. Mark R.
Miller, CFA, is a Portfolio Manager at Albert D.
Mason, Inc. He has over 30 years of financial industry experience.
Mr. Miller was previously employed as a Principal by SagePoint Financial, Inc. (Investment Management), a Principal by Watson Wyatt Worldwide, Inc., and a Pension Actuary & Senior Consultant by Ropes & Gray LLP.
He holds a CFA charter.
Postes actifs de Mark Ronald Miller
| Sociétés | Poste | Début |
|---|---|---|
Albert D. Mason, Inc.
 Albert D. Mason, Inc. Investment ManagersFinance MCP’s general approach is income with growth with an emphasis on preservation of capital, diversification, and sensible risk. Overall, their portfolio aims to invest approximately two-thirds to three-quarters of its assets in common stocks and the remainder in fixed income. They do all their own fundamental research and utilize a bottom-up stock picking approach. | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Anciens postes connus de Mark Ronald Miller
| Sociétés | Poste | Fin |
|---|---|---|
SagePoint Financial, Inc. (Investment Management)
 SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint-IM’s advisory services are generally designed for strategic long-term investing, although short-term tactical investment strategies are also available to accommodate certain circumstances. | Corporate Officer/Principal | 01/12/2017 |
Watson Wyatt Worldwide, Inc.
 Watson Wyatt Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting services, specializing in employee benefits, human capital strategies, technology solutions, insurance and financial services | Corporate Officer/Principal | 01/10/2012 |
Ropes & Gray LLP (Private Client Group)
 Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ropes & Gray LLP (Private Client Group)
Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Ropes & Gray's Private Client Group provides comprehensive wealth management services to high net-worth families and individuals. The firm helps affluent families and individuals achieve their financial goals through a long-term investment approach that is customized to meet each client's needs. Their investment strategies are formulated by working with Wellington Management Company LLP. In general, Ropes & Gray tends to invest in the stocks of large-cap companies in the US and Canada. | Finance |
Albert D. Mason, Inc.
Albert D. Mason, Inc. Investment ManagersFinance MCP’s general approach is income with growth with an emphasis on preservation of capital, diversification, and sensible risk. Overall, their portfolio aims to invest approximately two-thirds to three-quarters of its assets in common stocks and the remainder in fixed income. They do all their own fundamental research and utilize a bottom-up stock picking approach. | Finance |
Watson Wyatt Worldwide, Inc.
Watson Wyatt Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting services, specializing in employee benefits, human capital strategies, technology solutions, insurance and financial services | Commercial Services |
SagePoint Financial, Inc. (Investment Management)
SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint-IM’s advisory services are generally designed for strategic long-term investing, although short-term tactical investment strategies are also available to accommodate certain circumstances. | Finance |
