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Mark Bogar, Cfa, Caia Email & Phone Number
Deputy Chief Investment Officer
at
Elyxium
1 work email found
@pallascapitaladvisors.com
2 phones found area 617
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Deputy Chief Investment Officer
Location
Medfield, Massachusetts, United States
Who is Mark Bogar, Cfa, Caia? Overview
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Quick answer
Mark Bogar, Cfa, Caia is listed as Deputy Chief Investment Officer at Elyxium, based in Medfield, Massachusetts, United States. AeroLeads shows a work email signal at pallascapitaladvisors.com, phone signal with area code 617, and a matched LinkedIn profile for Mark Bogar, Cfa, Caia.
Mark Bogar, Cfa, Caia previously worked as Chief Investment Officer at Pallas Capital Advisors and Chief Investment Officer at Mellon. Mark Bogar, Cfa, Caia holds Master Of Management, Finance And Marketing from Northwestern University - Kellogg School Of Management.
Company email context
Email format at Elyxium
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{first}@pallascapitaladvisors.com
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AeroLeads found 1 current-domain work email signal for Mark Bogar, Cfa, Caia. Compare company email patterns before reaching out.
Profile bio
About Mark Bogar, Cfa, Caia
As an experienced Chief Investment Officer, Mark utilizes his 20+ years as a passionate global investor, leader, mentor, and solutions architect to help clients achieve their financial goals. Recognized for mentoring team members, customized client service, delivering/improving alpha generation and growing revenue. Disciplined, repeatable asset allocation and security selection investment process provides consistent returns through market cycles. Frequently called upon to provide market outlook, asset allocation views, and security ideas through various presentations, Specialties: Private Markets | Global Equities | Fixed Income | Alternatives | Asset Allocation | Due Diligence | ESG | Portfolio Construction | Fundamental | Quantitative | Operations | Trading | Mentoring | Marketing | Communications | Coaching
Listed skills include Investments, Portfolio Management, Equities, Mutual Funds, and 18 others.
Current workplace
Mark Bogar, Cfa, Caia's current company
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9 roles · 34 years
Mark Bogar, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
- Managed team with the objective to protect and grow client assets of $3.0 billion while helping clients achieve their financial goals. Designed and implemented asset allocation, security selection, due diligence, and.
- Managed growth of AUM from $500 million to $3.0 billion in four years – Implemented policies and procedures to manage growth through model portfolios. Implemented process to transition $700 million in new advisor AUM.
- Asset allocation includes private market assets. Pallas has curated a custom line up of private market managers to enhance the Sharpe ratio of client portfolios.
- Designed and implemented proprietary Pallas stock portfolios – Lead portfolio manager for Pallas US Core, Pallas US SMID cap, and Pallas ESG stock models. High quality, earnings compounders with low turnover.
- High touch, bespoke client service. Customized asset allocation and security selection encapsulating specific client circumstances. Delivered via one-on-one meetings, webcasts, podcasts, and weekly written publications.
Jun 2020 - Jun 2024
Chief Investment Officer
- Govern $10 billion in AUM across 20+ strategies inclusive of EAFE, EM, Global, Thematic and Outcome Oriented. Ensure investment philosophy and process adherence/improvement and grow the franchise. Mentor and develop.
- Designed and implemented ESG procedures for Active Equity Division - comprehensive process incorporates equity portfolio and stock selection procedures to increase alpha and raise awareness of potential issues..
Nov 2018 - Dec 2019
Global Equity Portfolio Manager
- Created robust philosophy and repeatable process for managing EAFE large and small cap strategies. Systematic approach provides consistent returns and high information ratios through market cycles driven by stock.
- Catapulted EAFE Large and Small Cap AUM 450% to $3.5 billion and rejuvenated annual portfolio performance by +500 basis points (2009 – present) having integrated fundamental and quantitative processes, improved.
2009 - Dec 2019
Global Equity Analyst
Managed consumer staples and cyclicals sectors across international large cap, international small cap, and emerging market strategies. Combined fundamental and quantitative alpha inputs to generate outperformance.
2007 - 2009
~2 yrs
Global Portfolio Manager
Global portfolio manager on the $10 billion Putnam Global Equity Fund responsible for the consumer and technology sectors. Performance of product consistently above median over 3 and 5 yearsHead of Consumer Research Team and Portfolio Manager. Managed team of eight investment professionals covering 200+ US consumer and media stocks. Portfolio manager for.
2002 - 2007
~5 yrs
Global Equity Analyst
Top quintile global consumer analyst with in depth experience in retail and consumer staples. Co-managed consumer sector in the Putnam Research Fund.
1998 - 2002
~4 yrs
Manager Of Pricing Operations
Initial role was supervisor of mutual fund accounting team. Promoted to manger of pricing operations and managed staff of nine that priced $200 billion in assets daily.
1994 - 1997
~3 yrs
Supervisor - Mutual Fund Accounting
Progressed from mutual fund accountant to supervisor in two years. Selected to work a coveted rotation in Toronto, ON office to resolve backlog of accounting issues.
1992 - 1994
~2 yrs
2 education records
Mark Bogar, Cfa, Caia education
Master Of Management, Finance And Marketing
Northwestern University - Kellogg School Of Management
B.S. With Honors, Finance
Penn State University
FAQ
Frequently asked questions about Mark Bogar, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Mark Bogar, Cfa, Caia work for?
Mark Bogar, Cfa, Caia works for Elyxium.
What is Mark Bogar, Cfa, Caia's role at Elyxium?
Mark Bogar, Cfa, Caia is listed as Deputy Chief Investment Officer at Elyxium.
What is Mark Bogar, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @pallascapitaladvisors.com for Mark Bogar, Cfa, Caia at Elyxium.
What is Mark Bogar, Cfa, Caia's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Mark Bogar, Cfa, Caia at Elyxium.
Where is Mark Bogar, Cfa, Caia based?
Mark Bogar, Cfa, Caia is based in Medfield, Massachusetts, United States while working with Elyxium.
What companies has Mark Bogar, Cfa, Caia worked for?
Mark Bogar, Cfa, Caia has worked for Elyxium, Pallas Capital Advisors, Mellon, The Boston Company Asset Management, and Putnam Investments.
How can I contact Mark Bogar, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Mark Bogar, Cfa, Caia at Elyxium, including work email, phone, and LinkedIn data when available.
What schools did Mark Bogar, Cfa, Caia attend?
Mark Bogar, Cfa, Caia holds Master Of Management, Finance And Marketing from Northwestern University - Kellogg School Of Management.
What skills is Mark Bogar, Cfa, Caia known for?
Mark Bogar, Cfa, Caia is listed with skills including Investments, Portfolio Management, Equities, Mutual Funds, Asset Management, Valuation, Emerging Markets, and Alternative Investments.
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