Mark Gleason, Cfa Email and Phone Number
Mark Gleason, Cfa work email
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Mark Gleason, Cfa personal email
Mark Gleason, Cfa is a Senior Financial Advisor at Wescap Group at Wescap Group. He possess expertise in asset allocation, portfolio management, investment advisory, investment strategies, retirement planning and 9 more skills.
Wescap Group
View- Website:
- wescapgroup.com
- Employees:
- 12
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Senior Financial AdvisorWescap Group Jan 1993 - PresentGlendale, Ca (Los Angeles Region)Fee-only investment advisor, directly managing or overseeing over $900 million in investment assets.As a Chartered Financial Analyst (CFA) provides independent investment research and is a key person on Wescap's investment committee. Is primarily responsible for the firm's successfull individual stock strategy, conducts research and helps select ETF's, CEF's, REIT's, BDC's and mutual funds representing dozens of strategies and investment styles. Also provides financial planning analysis and recommendations on various retirement, tax and employee benefits issues. Developed a unique "what if" simulator to show long-term costs and benefits of Roth IRA conversions for owners and their heirs. In 2013, developed a simulator to show costs and benefits of electing "portability" for the estate exemption.
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MemberCfa Society Of Los Angeles 1984 - 2013Los AngelesWinner of Annual Economic Forecasting Awards: 2001, 2010, 2011 -
Financial AdvisorAsset Management Group 1988 - 1992Pasadena, CaProvided full service personal counseling services to senior executives of Fortune 500 companies.
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Financial AnalystSecurity Pacific Bank 1985 - 1988Responsible for marketable securities and other general investments research.Prepared Income tax returns for high net worth executives. Researched tax issues.Developed Lotus 1-2-3 spreadsheet mimicking the 1987 Income Tax code reform used for projections and planning.
Mark Gleason, Cfa Skills
Mark Gleason, Cfa Education Details
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Cfa InstituteInvestment Analysis And Portfolio Management -
Entrepreneurship/Venture Capital -
Economics
Frequently Asked Questions about Mark Gleason, Cfa
What company does Mark Gleason, Cfa work for?
Mark Gleason, Cfa works for Wescap Group
What is Mark Gleason, Cfa's role at the current company?
Mark Gleason, Cfa's current role is Senior Financial Advisor at Wescap Group.
What is Mark Gleason, Cfa's email address?
Mark Gleason, Cfa's email address is ma****@****oup.com
What schools did Mark Gleason, Cfa attend?
Mark Gleason, Cfa attended Cfa Institute, Usc Marshall School Of Business, Uc San Diego.
What skills is Mark Gleason, Cfa known for?
Mark Gleason, Cfa has skills like Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Modeling, Employee Stock Options, Estate Tax Planning, Investments, Mutual Funds, Securities, Financial Advisory.
Who are Mark Gleason, Cfa's colleagues?
Mark Gleason, Cfa's colleagues are Test Testing, Geraldine Nadoni, Rick Weinlein, Theo V., Robert Avanesian, Jeannette Montes, Wescap Group.
Not the Mark Gleason, Cfa you were looking for?
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Mark Gleason Jr, CFA
Managing Director - Head Of Multi-Asset Business Development, AmericasNashville, Tn2alliancebernstein.com, abglobal.com
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