Mark Steven Kavolius
Gestore di Portafoglio-Azioni presso R Squared BM LLC
Profilo
Mr. Mark S.
Kavolius is a Client Portfolio Manager at R Squared BM LLC.
He Supports the firm’s relationships with clients, prospects, institutional consultants and financial advisors.
Mr. Kavolius joined Bradford & Marzec, now part of Ducenta Squared Asset Management, in 2010.
Mr. Kavolius has more than 28 years of industry experience and previously served as Director of Sales and Marketing for Stonebridge Advisors.
He also worked in senior sales and marketing positions at Mellon Financial, Dreyfus Investments and Liberty Financial.
Mr. Kavolius holds a Bachelor of Science degree in business management from the University of Massachusetts.
He has earned the CIMA designation from the Wharton School of Business through IMCA.
He is also a member of the editorial board for the IMCA publication “Investments and Wealth Monitor.”
Posizioni attive di Mark Steven Kavolius
| Società | Posizione | Inizio |
|---|---|---|
R Squared BM LLC
 R Squared BM LLC Investment ManagersFinance R Squared BM LLC, do-business-as Ducenta Squared Asset Management (Ducenta), is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2020 and is wholly owned by RSMD Investco LLC. Ducenta provides investment management services to individual and institutional investors, trusts, charitable corporations, pension plans, investment companies and pooled investment vehicles. | Gestore di Portafoglio-Azioni | 01/07/2020 |
Precedenti posizioni note di Mark Steven Kavolius
| Società | Posizione | Fine |
|---|---|---|
Tortoise Credit Strategies LLC
 Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities. | Corporate Officer/Principal | 01/07/2020 |
Bradford & Marzec LLC
 Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | Corporate Officer/Principal | 01/06/2016 |
Formazione di Mark Steven Kavolius
| University of Massachusetts | 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 | 3 |
|---|---|
R Squared BM LLC
R Squared BM LLC Investment ManagersFinance R Squared BM LLC, do-business-as Ducenta Squared Asset Management (Ducenta), is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2020 and is wholly owned by RSMD Investco LLC. Ducenta provides investment management services to individual and institutional investors, trusts, charitable corporations, pension plans, investment companies and pooled investment vehicles. | Finance |
Bradford & Marzec LLC
Bradford & Marzec LLC Investment ManagersFinance Founded in 1984, Bradford & Marzec LLC is a registered investment advisor located in Los Angeles, California. In 2016, Tortoise Credit Strategies, LLC, part of the Tortoise Investments family, acquired Bradford & Marzec LLC, along with key Bradford & Marzec employees through a Tortoise-supported management buy-out. | Finance |
Tortoise Credit Strategies LLC
Tortoise Credit Strategies LLC Investment ManagersFinance Tortoise Credit Strategies LLC is an investment advisor headquartered in Leawood, Kansas. It was founded by Bradley Beman and H. Kevin Birzer in 2015. The firm is wholly-owned by Tortoise Borrower LLC, ultimately held by Tortoise Investments LLC. Tortoise Credit Strategies provides investment advice to individuals, high net-worth individuals, pension and profit-sharing plans, Taft-Hartley and other ERISA plans, state or municipal government entities, financial intermediaries, insurance companies, charitable organizations, foundations, endowments, other investment advisers, pooled investment vehicles, trust programs, registered mutual funds, corporations, and other businesses and entities. | Finance |
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