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Mark W. Masterson
Gestore di Portafoglio-Azioni presso HighTower Advisors LLC
Profilo
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.
Posizioni attive di Mark W. Masterson
Società | Posizione | Inizio |
---|---|---|
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Gestore di Portafoglio-Azioni | 01/01/2011 |
Precedenti posizioni note di Mark W. Masterson
Società | Posizione | Fine |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formazione di Mark W. Masterson
Auburn University | 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 | 2 |
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HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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