Mark W. Masterson

Mark W. Masterson

Gestionnaire de Portefeuille-Actions chez HighTower Advisors LLC

Finance
Consumer Services

Profil

Mr. Mark W.
Masterson
is a Managing Director & Partner at HighTower Advisors LLC.
He specializes in manager and investment selection, investment policy construction, and asset allocation strategies.
He is also charged with formulating and articulating the market outlook and commentary for the team.
Prior to joining HighTower, Mr. Masterson served affluent families for 16 years as a Vice President, Portfolio Manager, and Wealth Management Advisor at Merrill Lynch.
He was a member of the Circle of Excellence awarded annually to the top Financial Advisors.
He has been recognized for his efforts on behalf of clients.
He was selected to the Barron’s top 1000 Advisors in the country list in 2010.
He has also been recognized as a 5 Star Wealth Manager by GulfShore Life Magazine from 2006 - 2015.
Mr. Masterson is a Magna Cum Laude graduate of Auburn University with a degree in International Trade.
He has attained the Certified Investment Management Analyst (CIMA) designation through the Wharton School of Business at the University of Pennsylvania.
He is an active member of the Investment Management Consultants Association, and has served a+C9s a board member for local organizations and schools.
He holds his Series 7, 31, 63, and 65 licenses.

Postes actifs de Mark W. Masterson

SociétésPosteDébut
Gestionnaire de Portefeuille-Actions 01/01/2011
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Anciens postes connus de Mark W. Masterson

SociétésPosteFin
Merrill Lynch & Co., Inc. Corporate Officer/Principal -
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Formation de Mark W. Masterson

Auburn University Undergraduate Degree

Expériences
Fonctions occupées

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Sociétés cotées

Entreprise privées

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Relations

100 +

Relations au 1er degré

3

Entreprises liées au 1er degré

Homme

Femme

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Sociétés liées

Entreprise privées2

Finance

Merrill Lynch & Co., Inc.

Finance

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