Mark A. Zikeli
Analyst-Equity bij Trahan Macro Research LLC
Profiel
Mark A.
Zikeli is a Research Analyst at Trahan Macro Research LLC since 2023.
Prior to this, he worked as the Director of Investments at Benchmark Financial Wealth Advisors LLC from 2021 to 2023 and as a Research Analyst at Nicholas Co., Inc. from 2016 to 2020.
He also worked as an Associate Equity Analyst at Nuku, Inc. in 2012.
Zikeli completed his undergraduate degree from the University of Wisconsin in 2012.
Actieve functies van Mark A. Zikeli
Bedrijven | Functie | Begin |
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Trahan Macro Research LLC
Trahan Macro Research LLC Investment ManagersFinance Trahan Macro Research LLC (TMR) is an independent macro research boutique headquartered in New York City. The firm was founded in 2020 by Francois Trahan along with five colleagues. TMR publishes timely research reports that cover thematic macro topics. Their clients are the most sophisticated institutional investors on Wall Street and beyond. TMR aims to help them make top-down macro analysis a key component of their successful investment processes. | Analyst-Equity | 01-01-2023 |
Eerdere bekende functies van Mark A. Zikeli
Bedrijven | Functie | Einde |
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Benchmark Financial Wealth Advisors LLC
Benchmark Financial Wealth Advisors LLC Investment ManagersFinance Benchmark Financial Wealth Advisors LLC (BFWA) is a SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded in 2017 as the successor business to Benchmark Financial Group LLC (formed in 2005) and Benchmark Financial Group, Inc. (incorporated in 1999). They are owned by Benchmark Financial Groups LLC. BFWA provides personalized, confidential wealth guidance/financial planning and asset management to individuals and families, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. | Director of Investments | 01-01-2023 |
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Analyst-Equity | 01-09-2020 |
Nuku, Inc.
Nuku, Inc. Investment ManagersFinance Nuku, Inc. provides investment advice. The private company is based in Seattle, WA. | Corporate Officer/Principal | 28-02-2013 |
Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Analyst-Equity | - |
Opleiding van Mark A. Zikeli
University of Wisconsin | Undergraduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 5 |
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Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Finance |
Nuku, Inc.
Nuku, Inc. Investment ManagersFinance Nuku, Inc. provides investment advice. The private company is based in Seattle, WA. | Finance |
Benchmark Financial Wealth Advisors LLC
Benchmark Financial Wealth Advisors LLC Investment ManagersFinance Benchmark Financial Wealth Advisors LLC (BFWA) is a SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded in 2017 as the successor business to Benchmark Financial Group LLC (formed in 2005) and Benchmark Financial Group, Inc. (incorporated in 1999). They are owned by Benchmark Financial Groups LLC. BFWA provides personalized, confidential wealth guidance/financial planning and asset management to individuals and families, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
Trahan Macro Research LLC
Trahan Macro Research LLC Investment ManagersFinance Trahan Macro Research LLC (TMR) is an independent macro research boutique headquartered in New York City. The firm was founded in 2020 by Francois Trahan along with five colleagues. TMR publishes timely research reports that cover thematic macro topics. Their clients are the most sophisticated institutional investors on Wall Street and beyond. TMR aims to help them make top-down macro analysis a key component of their successful investment processes. | Finance |