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.• Oversees all on-going firm research relating to dividend and closed-end fund investing.• Serves as subject matter expert on market intelligence, identifying trends and partnering with executives, offering recommendations.

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 (Morningstar Large Cap Blend funds).• 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.• Identified training gaps, creating and implementing new training opportunities to ensure continuity of information throughout all departments.

Master Of Business Administration (Mba), Finance

Certified Investment Management Analyst (Cima®) Education Program

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