Mark Manning Gleason

Mark Manning Gleason

Analyst-Equity bij Wescap Management Group, Inc.

Consumer Services
Finance

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Mr. Mark M.
Gleason, CFA MBA, is a Senior Financial Advisor at WESCAP Management Group, Inc. He brings over 40 years of financial advice, research and management experience to Wescap Group.
In addition to serving the needs of individual clients, he serves on Wescap's Investment Committee, providing research and specific investment selection and helping to set Wescap's asset allocation policy.
Prior to joining Wescap Group in 1993, Mr. Gleason was a Financial Counselor with Asset Management Group, providing financial fee-only advice to Fortune 500 senior executives.
Prior experiences included a stint as a financial analyst and tax preparer for a major West Coast bank and as a real estate analyst for a Los Angeles consulting firm.
Mr. Gleason received his MBA from the University of Southern California and a BA in Economics from the University of California at San Diego.
He is a Chartered Financial Analyst.
The College for Financial Planning awarded him the Certified Financial Planner designation.
He is an active member of the CFA Institute, CFA Society of Los Angeles.

Actieve functies van Mark Manning Gleason

BedrijvenFunctieBegin
Analyst-Equity 01-01-1993
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Opleiding van Mark Manning Gleason

University of California San Diego Undergraduate Degree
University of Southern California Masters Business Admin

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