![Mark Steven Waterhouse](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
Mark Steven Waterhouse worked as a Managing Director at Moore Capital Management LP from 2001 to 2002.
He then worked as an Executive Vice President at Wellington Management Co. LLP and Hartford Investment Management Co. from 2005 to 2007.
After that, he worked as a Portfolio Manager & Vice President at Garrett Nagle & Co., Inc. and as a Chief Investment Officer at Shepherd Financial Partners LLC.
Mr. Waterhouse received his undergraduate degree from Boston College and his MBA from The Wharton School of the University of Pennsylvania.
Anciens postes connus de Mark Steven Waterhouse
| Sociétés | Poste | Fin |
|---|---|---|
Shepherd Financial Partners LLC
 Shepherd Financial Partners LLC Investment ManagersFinance SFP uses a global asset allocation approach to portfolio construction to diversify holdings and dampen risk while being adaptive within the asset allocation framework. The firm looks to maximize their clients’ risk-adjusted returns by taking advantage of opportunities presented to them at different points within the market cycle. SPF generates a top-down macroeconomic outlook based on analysis of 8 economic factors. | Directeur en chef des Investissements | 01/01/2017 |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance HIMCO manages investment portfolios using a balanced top-down, bottom-up investment process, with multiple levels of investment input, within a governance framework that is designed to ensure thematic consistency. They offer a wide range of asset classes and manage fixed income and alternative investment strategies. The Investment Strategy Committee (ISC) has overall responsibility for all aspects of the investment process. | Analyst-Equity | 30/09/2007 |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Gestionnaire de Portefeuille-Actions | 31/03/2007 |
Moore Capital Management LP
 Moore Capital Management LP Investment ManagersFinance Moore Capital generally bases investment decisions on their analysis of fundamental economic, financial and political events, their analysis of the markets themselves and their analysis of the potential risk and reward of a market position. The firm mainly uses fundamental and price and market analysis. In weighing factors to make investment decisions, they pay close attention to each investment's risk-reward potential, how it fits into the risk profile of the entire portfolio and whether it is consistent with their global macro view. | Corporate Officer/Principal | 31/12/2002 |
Garrett Nagle & Co., Inc.
 Garrett Nagle & Co., Inc. Investment ManagersFinance GN&Co manages clients’ portfolios according to each client’s individual risk tolerance and return objectives. The firm believes that proper asset allocation is the key to consistent long-term investment success. They allocate an investment portfolio among different asset class categories such as domestic and foreign stocks, domestic and foreign bonds, alternative asset classes and cash. | Membre du Comité d'Investissement | - |
Formation de Mark Steven Waterhouse
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Moore Capital Management LP
Moore Capital Management LP Investment ManagersFinance Moore Capital generally bases investment decisions on their analysis of fundamental economic, financial and political events, their analysis of the markets themselves and their analysis of the potential risk and reward of a market position. The firm mainly uses fundamental and price and market analysis. In weighing factors to make investment decisions, they pay close attention to each investment's risk-reward potential, how it fits into the risk profile of the entire portfolio and whether it is consistent with their global macro view. | Finance |
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance HIMCO manages investment portfolios using a balanced top-down, bottom-up investment process, with multiple levels of investment input, within a governance framework that is designed to ensure thematic consistency. They offer a wide range of asset classes and manage fixed income and alternative investment strategies. The Investment Strategy Committee (ISC) has overall responsibility for all aspects of the investment process. | Finance |
Garrett Nagle & Co., Inc.
Garrett Nagle & Co., Inc. Investment ManagersFinance GN&Co manages clients’ portfolios according to each client’s individual risk tolerance and return objectives. The firm believes that proper asset allocation is the key to consistent long-term investment success. They allocate an investment portfolio among different asset class categories such as domestic and foreign stocks, domestic and foreign bonds, alternative asset classes and cash. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shepherd Financial Partners LLC
Shepherd Financial Partners LLC Investment ManagersFinance SFP uses a global asset allocation approach to portfolio construction to diversify holdings and dampen risk while being adaptive within the asset allocation framework. The firm looks to maximize their clients’ risk-adjusted returns by taking advantage of opportunities presented to them at different points within the market cycle. SPF generates a top-down macroeconomic outlook based on analysis of 8 economic factors. | Finance |
