Mark Lorber
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Mark Lorber Email & Phone Number

Associate at Summit Rock Advisors
Location: New York, New York, United States 5 work roles 3 schools
1 work email found @summitrock.com 3 phones found area 858 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@summitrock.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Summit Rock Advisors
Role
Associate
Location
New York, New York, United States
Company size
64 employees

Who is Mark Lorber? Overview

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Quick answer

Mark Lorber is listed as Associate at Summit Rock Advisors, a company with 64 employees, based in New York, New York, United States. AeroLeads shows a work email signal at summitrock.com, phone signal with area code 858, and a matched LinkedIn profile for Mark Lorber.

Mark Lorber previously worked as Associate at Conifer Financial Services and Fixed Income Trading Intern at Scs Financial. Mark Lorber holds Graduated Magna Cum Laude With A Bachelor Of Science Degree, College Of Business Administration: Finance, 3.5 from Northeastern University.

Company email context

Email format at Summit Rock Advisors

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{first}.{last}@summitrock.com
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AeroLeads found 1 current-domain work email signal for Mark Lorber. Compare company email patterns before reaching out.

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Profile bio

About Mark Lorber

Mark Lorber is a Associate at Summit Rock Advisors. He possess expertise in powerpoint, trading, equities, fixed income, microsoft excel.

Listed skills include Powerpoint, Trading, Equities, Fixed Income, and 1 others.

Current workplace

Mark Lorber's current company

Company context helps verify the profile and gives searchers a useful next step.

Summit Rock Advisors
Summit Rock Advisors
Associate
new york, new york, united states
Website
summitrock.com
Employees
64
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5 roles

Mark Lorber work experience

A career timeline built from the work history available for this profile.

Associate

Conifer Financial Services

New York, New York

  • Operate as the team lead and the primary point of contact for clients, responsible for managing the day-to-day of the client relationship, as well as fulfill any ad-hoc requests, and resolve any problems that may.
  • Built and maintained the structure of client's asset allocation necessary for reporting, and ensured that their portfolio was accurately represented on a daily basis.
  • Developed, established standardized mechanisms, and implemented procedures necessary to generate and deliver client defined customized reporting.
  • Prepare and supervise the delivery of various, time-sensitive investor communications, ranging from detailed, daily performance reports, to capital activity notices, and monthly, quarterly, and annual investor.
  • Reconcile security and cash accounts across multiple custodians on a daily basis.
Aug 2012 - Nov 2015

Fixed Income Trading Intern

Scs Financial

Greater Boston Area

  • Confirmed and instructed the settlement of municipal and corporate debt, along with U.S. Treasuries and T-Bills.
  • Maintained and helped create databases and spreadsheets used to manage duration, benchmarks, and exposure allocations.
  • Updated accrued interest on floating rate notes for settlement.
  • Reconciled all the firm’s debt and equity trades on a daily basis.
  • Created and maintained municipal bond credit log used by SCS’s traders and analysts.
Jan 2011 - Jul 2011

Bond Forward Trade Specialist

Wellington Management Company

Greater Boston Area

  • Confirmed cash movements and settlement details corresponding to bond forward trades with brokers.
  • Instructed custodians on cash and security movements related to bond forward market settlements details and locations.
  • Assisted team members in resolving bond forward settlement issues with brokers and custodians.
  • Updated reports detailing bond forward volume at the close of each month.
Jan 2010 - Jul 2010

Portfolio Accountant

State Street Corporation

Greater Boston Area

  • Identified and solved any discrepancies between accounting and custody systems.
  • Accrued and validated income received from debt and equity holdings.
Jan 2009 - Jun 2009
Team & coworkers

Colleagues at Summit Rock Advisors

Other employees you can reach at summitrock.com. View company contacts for 64 employees →

RE Robert Ellis Robert Ellis Colleague at Summit Rock Advisors New York, New York, United States, United States View → RS Ryan Smith Ryan Smith Colleague at Summit Rock Advisors New York, New York, United States, United States View → GB Giselle Bojorquez Giselle Bojorquez Colleague at Summit Rock Advisors New York, New York, United States, United States View → JL Jon Lannon Jon Lannon Colleague at Summit Rock Advisors Ridgefield, Connecticut, United States, United States View → NH Nicholas H. Anderson, Cfa Nicholas H. Anderson, Cfa Colleague at Summit Rock Advisors New York, New York, United States, United States View → JM Jess Mccormick Jess Mccormick Colleague at Summit Rock Advisors New York, New York, United States, United States View → CN Cierra Nelson Cierra Nelson Colleague at Summit Rock Advisors New York City Metropolitan Area, United States View → LD Leah Donlavage Leah Donlavage Colleague at Summit Rock Advisors New York, New York, United States, United States View → DP David Palkovic David Palkovic Colleague at Summit Rock Advisors New York City Metropolitan Area, United States View → SV Stephanie Vyas Stephanie Vyas Colleague at Summit Rock Advisors New York, New York, United States, United States View →
3 education records

Mark Lorber education

Graduated Magna Cum Laude With A Bachelor Of Science Degree, College Of Business Administration: Finance, 3.5

Northeastern University

Activities and Societies: Northeastern Varsity Football Team, Member of Sigma Phi Epsilon Fraternity, Youth Leadership Development (LEGO.

High School Diploma

St. Augustine High School
FAQ

Frequently asked questions about Mark Lorber

Quick answers generated from the profile data available on this page.

What company does Mark Lorber work for?

Mark Lorber works for Summit Rock Advisors.

What is Mark Lorber's role at Summit Rock Advisors?

Mark Lorber is listed as Associate at Summit Rock Advisors.

What is Mark Lorber's email address?

AeroLeads has found 1 work email signal at @summitrock.com for Mark Lorber at Summit Rock Advisors.

What is Mark Lorber's phone number?

AeroLeads has found 3 phone signal(s) with area code 858 for Mark Lorber at Summit Rock Advisors.

Where is Mark Lorber based?

Mark Lorber is based in New York, New York, United States while working with Summit Rock Advisors.

What companies has Mark Lorber worked for?

Mark Lorber has worked for Summit Rock Advisors, Conifer Financial Services, Scs Financial, Wellington Management Company, and State Street Corporation.

Who are Mark Lorber's colleagues at Summit Rock Advisors?

Mark Lorber's colleagues at Summit Rock Advisors include Robert Ellis, Ryan Smith, Giselle Bojorquez, Jon Lannon, and Nicholas H. Anderson, Cfa.

How can I contact Mark Lorber?

You can use AeroLeads to view verified contact signals for Mark Lorber at Summit Rock Advisors, including work email, phone, and LinkedIn data when available.

What schools did Mark Lorber attend?

Mark Lorber holds Graduated Magna Cum Laude With A Bachelor Of Science Degree, College Of Business Administration: Finance, 3.5 from Northeastern University.

What skills is Mark Lorber known for?

Mark Lorber is listed with skills including Powerpoint, Trading, Equities, Fixed Income, and Microsoft Excel.

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