Profiel
Mr. Mark Andersen is Senior Vice President & Manager at Callan LLC.
He is responsible for asset allocation, manager structure, and general investment research for discretionary portfolios.
He also supports firm-wide research on liquid alternatives, multi-asset, and real asset investments, and serves as a portfolio strategist.
He is a member of Callan's Defined Contribution, and Alternatives Review Committees and is a shareholder of the firm.
Prior to joining TAG, Mr. Andersen was a member of Callan's Independent Adviser Group for 10 years.
In this role he focused on capital market research, investment manager research, and portfolio construction in support of Callan's middle market adviser investment platform.
Prior to joining Callan, he worked as Director of Research at Hewins Financial Advisors, where he was responsible for manager research, performance measurement, and operations.
Before joining Hewins, he was a technology, medical device, and media research analyst at Robert W.
Duggan and Associates.
Mr. Andersen graduated from the University of California at Santa Barbara with a degree in Economics.
Actieve functies van Mark Andersen
| Bedrijven | Functie | Begin |
|---|---|---|
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Analyst-Equity | 01-03-2006 |
Eerdere bekende functies van Mark Andersen
| Bedrijven | Functie | Einde |
|---|---|---|
Robert W. Duggan & Associates
 Robert W. Duggan & Associates Investment ManagersFinance Robert W. Duggan & Associates provides investment advisory services. The firm also offers portfolio management, financial planning, and consulting services. The company was founded by Robert W. Duggan and is headquartered in Santa Barbara, CA. | Corporate Officer/Principal | - |
Wipfli Financial Advisors LLC
 Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Corporate Officer/Principal | - |
Opleiding van Mark Andersen
| University of California, Santa Barbara | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
Robert W. Duggan & Associates
Robert W. Duggan & Associates Investment ManagersFinance Robert W. Duggan & Associates provides investment advisory services. The firm also offers portfolio management, financial planning, and consulting services. The company was founded by Robert W. Duggan and is headquartered in Santa Barbara, CA. | Finance |
Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Finance |
