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Mark Anthony Mumford
Direttore/Membro del Consiglio presso Hollow Brook Wealth Management LLC
Profilo
Mr. Mark A.
Mumford, CFA, is a Managing Director at Hollow Brook Wealth Management LLC.
He is on the Board of Directors at Hollow Brook Wealth Management LLC.
He is responsible for assisting with investment analysis, portfolio management, client relations, and business development.
Before joining Hollow Brook, he was an Associate at J.P.
Morgan Private Bank.
At J.P.
Morgan, he served on a strategy and management team responsible for the US Private Bank.
Prior to that, he covered ultra-high net worth clients serving as an investment analyst for the Oklahoma market.
As an analyst, he was responsible for portfolio analysis and advisement on investment and credit solutions.
He received a BSBA in finance from the University of Tulsa.
He is a CFA charterholder.
Posizioni attive di Mark Anthony Mumford
Società | Posizione | Inizio |
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Hollow Brook Wealth Management LLC
![]() Hollow Brook Wealth Management LLC Investment ManagersFinance Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities. | Direttore/Membro del Consiglio | 01/06/2018 |
Formazione di Mark Anthony Mumford
The University of Tulsa | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Hollow Brook Wealth Management LLC
![]() Hollow Brook Wealth Management LLC Investment ManagersFinance Hollow Brook Wealth Management LLC (Hollow Brook) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Katonah, New York. The firm was founded as Hollow Brook Associates LLC in 2008. Hollow Brook provides comprehensive wealth management services to individuals, families, and institutions such as private foundations and family entities. | Finance |
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