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 Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations. | Directeur en chef des Investissements | 01/01/2017 |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Analyst-Equity | 30/09/2007 |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Gestionnaire de Portefeuille-Actions | 31/03/2007 |
Moore Capital Management LP
 Moore Capital Management LP Investment ManagersFinance Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group. | Corporate Officer/Principal | 31/12/2002 |
Garrett Nagle & Co., Inc.
 Garrett Nagle & Co., Inc. Investment ManagersFinance Garrett Nagle & Co., Inc. (GN&Co) is an independent, SEC-registered investment advisor headquartered in Woburn, Massachusetts. The firm was founded in 1976 by Garrett J. Nagle, Jr. GN&Co manages portfolios for high-net-worth individuals and institutions. | Membre du Comité d'Investissement | - |
Formation de Mark Steven Waterhouse
| Boston College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
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| Entreprise privées | 5 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Moore Capital Management LP
Moore Capital Management LP Investment ManagersFinance Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group. | Finance |
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Finance |
Garrett Nagle & Co., Inc.
Garrett Nagle & Co., Inc. Investment ManagersFinance Garrett Nagle & Co., Inc. (GN&Co) is an independent, SEC-registered investment advisor headquartered in Woburn, Massachusetts. The firm was founded in 1976 by Garrett J. Nagle, Jr. GN&Co manages portfolios for high-net-worth individuals and institutions. | Finance |
Shepherd Financial Partners LLC
Shepherd Financial Partners LLC Investment ManagersFinance Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations. | Finance |