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.
He has 26 years of financial services experience.
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.
Aktiva positioner av Mark W. Masterson
| Företag | Position | Start |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Portföljförvaltare-Aktier | 2011-01-01 |
Tidigare kända positioner av Mark W. Masterson
| Företag | Position | Slut |
|---|---|---|
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Företagsledare/Principal | - |
Mark W. Mastersons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Auburn University
Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















