Mark Milner Email & Phone Number

Minnesota, United States

• Serves as Head Portfolio Manager and strategist for one of the largest diversified closed-end fund strategies in the industry.
• Leverages client touch-points building trust, translating client interests into actions, driving growth, promoting corporate initiatives, and building lasting rapport.
• Creates innovative solutions for clients to solve current and concealed problems by leveraging back-end tools and navigating multiple front-end systems
• Conducts research, analyzing data to make appropriate portfolio decisions.
• Leads Parametric’s Systematic Income suite of strategies focused on dividend income (U.S.),global dividend, and enhanced income (closed-end funds), totaling $3.5B+ AUM.
• Grew AUM in the dividend income strategies by $400M+ in 2022 by partnering with distribution to target RIAs and family offices.

Minnesota, United States

Minnesota, United States

Plymouth, Minnesota

Minneapolis, Minnesota

• Founded and manage two large-cap equity model portfolios, Core Equity and Dividend Growth, for use by advisors and portfolio managers across U.S. Bank Wealth Management, $3B+ AUM as of 5/31/19.
• Negotiated and collaborated with decision makers and decision influencers to help achieve investment goals with a 5-year track record of outperformance beating both the benchmark (S&P 500) and 95%+ of peers.
• Oversaw $4B+ in client assets with a consistent increase in YoY results with strong closure rate and solid sales performance in new business opportunities.
• Facilitated communication and meetings with external stakeholders including company management (c-suite), investor relations, sell-side research analysts, industry insiders, and institutional investors.
• Provided research coverage and fundamental analysis of 40+ companies across a variety of sectors including Consumer, Energy, Financials, Health Care, Technology and Communications Services.
• Partnered with traditional portfolio and relationship managers to service ultra-high net worth prospects and existing clients by building tailored equity portfolios around legacy positions and income requirements.

Master Of Business Administration (Mba), Finance

Certified Investment Management Analyst (Cima®) Education Program

Bachelor Of Science (B.S.), Finance And Mis