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Mark Ronald Miller
Portefeuillebeheerder-Aandelen bij Albert D. Mason, Inc.
Profiel
Mr. Mark R.
Miller, CFA, is a Portfolio Manager at Albert D.
Mason, Inc. He has over 30 years of financial industry experience.
Mr. Miller was previously employed as a Principal by SagePoint Financial, Inc. (Investment Management), a Principal by Watson Wyatt Worldwide, Inc., and a Pension Actuary & Senior Consultant by Ropes & Gray LLP.
He holds a CFA charter.
Actieve functies van Mark Ronald Miller
Bedrijven | Functie | Begin |
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Albert D. Mason, Inc.
![]() Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products. | Portefeuillebeheerder-Aandelen | 01-01-2018 |
Eerdere bekende functies van Mark Ronald Miller
Bedrijven | Functie | Einde |
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SagePoint Financial, Inc. (Investment Management)
![]() SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint Financial, Inc. (Investment Management) (SagePoint-IM) is the registered investment management division of SagePoint Financial, Inc., a registered FINRA broker-dealer headquartered in Phoenix, Arizona. The firm was founded in 2004 and formerly known as AIG Financial Advisors. They are a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc. SagePoint-IM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 01-12-2017 |
Watson Wyatt Worldwide, Inc.
![]() Watson Wyatt Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Watson Wyatt Worldwide, Inc. provides human resources and financial management consulting services. It advises organizations on managing employee benefit programs, pension plans, and employee hiring, retention and reward strategies. It provides strategic and financial advice to insurance and financial services companies. It also provides related technology, outsourcing and data services. The company operates more than 100 offices in 32 countries. Watson Wyatt was founded in 1878 and is headquartered in Arlington, VA | Corporate Officer/Principal | 01-10-2012 |
Ropes & Gray LLP (Private Client Group)
![]() Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Corporate Officer/Principal | - |
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Bedrijven in privébezit | 4 |
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Albert D. Mason, Inc.
![]() Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products. | Finance |
Ropes & Gray LLP (Private Client Group)
![]() Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Finance |
Watson Wyatt Worldwide, Inc.
![]() Watson Wyatt Worldwide, Inc. Miscellaneous Commercial ServicesCommercial Services Watson Wyatt Worldwide, Inc. provides human resources and financial management consulting services. It advises organizations on managing employee benefit programs, pension plans, and employee hiring, retention and reward strategies. It provides strategic and financial advice to insurance and financial services companies. It also provides related technology, outsourcing and data services. The company operates more than 100 offices in 32 countries. Watson Wyatt was founded in 1878 and is headquartered in Arlington, VA | Commercial Services |
SagePoint Financial, Inc. (Investment Management)
![]() SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint Financial, Inc. (Investment Management) (SagePoint-IM) is the registered investment management division of SagePoint Financial, Inc., a registered FINRA broker-dealer headquartered in Phoenix, Arizona. The firm was founded in 2004 and formerly known as AIG Financial Advisors. They are a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc. SagePoint-IM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Finance |