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Profilo
Mr. Mark J.
Cassell, CFA MBA, is an Investment Advisor at Geneva Investment Management of Chicago LLC.
Mr. Cassell has been in the investment industry since 1989.
Prior to joining Geneva, he was a Senior Vice President and Wealth Advisor at Morgan Stanley Smith Barney.
Previously, he worked for seven years at Atlantic Trust-Stein Roe as a Senior Vice President and Sr. Portfolio Manager and four years at American National Bank as Senior Portfolio Manager.
Mr. Cassell received his B.S.
in Economics from the University of Wisconsin Madison and M.B.A. in Finance from Vanderbilt University.
Precedenti posizioni note di Mark J. Cassell
| Società | Posizione | Fine |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Gestore di Portafoglio-Azioni | 31/12/2003 |
American National Bank & Trust (Texas)
 American National Bank & Trust (Texas) Major BanksFinance Operates as a national bank | Gestore di Portafoglio-Azioni | - |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Gestore di Portafoglio-Azioni | - |
Formazione di Mark J. Cassell
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
56
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Finance |
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American National Bank & Trust (Texas)
American National Bank & Trust (Texas) Major BanksFinance Operates as a national bank | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
