Mark Roach
Analyst-Equity bij Foundry Partners LLC (Minnesota)
Profiel
Mr. Mark J.
Roach is a Partner, Portfolio Manager & Investment Analyst at Foundry Partners LLC (Minnesota).
He is part of the Small Cap and and Micro Cap Value Strategies team for Foundry Partners.
Mr. Roach started in the industry in 1995 and has been with Foundry Partners since the company’s transaction with Dreman Value Management in June of 2016.
He was with DVM from late 2006-June 20, 2016 in a similar capacity.
Prior to joining DVM, he was a Portfolio Manager at Vaughan Nelson Investment Management, managing a small cap product from 2002 through 2006.
He has significant experience in working with institutions, pensions and endowments and is well known in the consulting and high net worth community.
He served as a security analyst from 1994 to 2001 for various institutions including Fifth Third Bank, Lynch, Jones & Ryan and USAA.
Mr. Roach graduated from Baldwin Wallace College with a B.A.
in Business, and earned a MBA from the University of Chicago’s Booth School of Business.
In addition, he is a former board member on the Rice University Wright Fund.
Actieve functies van Mark Roach
| Bedrijven | Functie | Begin |
|---|---|---|
Foundry Partners LLC (Minnesota)
 Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Timothy Ford and Seamus Morphy in 2012 and is wholly-owned by Foundry Management Partners LLC. Foundry Partners provides investment management services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other legal entities. The firm advises clients through accounts in Separately Managed Account (SMA) programs and provides sponsors access to its investment models through UMA programs. | Analyst-Equity | 01-01-2023 |
Eerdere bekende functies van Mark Roach
| Bedrijven | Functie | Einde |
|---|---|---|
Dreman Value Management LLC
 Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Portefeuillebeheerder-Aandelen | 21-06-2016 |
Vaughan Nelson Investment Management LP
 Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Analyst-Equity | 01-01-2006 |
National City Bank (Cleveland, Ohio)
 National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 01-01-1996 |
Lynch, Jones & Ryan, Inc.
 Lynch, Jones & Ryan, Inc. Investment Banks/BrokersFinance Lynch Jones & Ryan, Inc. provides commission recapture programs for pension plan sponsors. The company was founded on June 12, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 31-12-1997 |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Corporate Officer/Principal | 01-01-2000 |
Opleiding van Mark Roach
| Baldwin-Wallace College | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 7 |
|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Finance |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Finance |
United Services Automobile Association
 United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Commercial Services |
Vaughan Nelson Investment Management LP
Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Finance |
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Finance |
Lynch, Jones & Ryan, Inc.
Lynch, Jones & Ryan, Inc. Investment Banks/BrokersFinance Lynch Jones & Ryan, Inc. provides commission recapture programs for pension plan sponsors. The company was founded on June 12, 1995 and is headquartered in New York, NY. | Finance |
Foundry Partners LLC (Minnesota)
Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Timothy Ford and Seamus Morphy in 2012 and is wholly-owned by Foundry Management Partners LLC. Foundry Partners provides investment management services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other legal entities. The firm advises clients through accounts in Separately Managed Account (SMA) programs and provides sponsors access to its investment models through UMA programs. | Finance |
