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Mark Shankroff, Cfa Email & Phone Number

Vice President - Investments & Chief Investment Officer at EFO Capital Management, Chartered Financial Analyst at EFO Capital Management, Inc.

Location: Washington, District of Columbia, United States 5 work roles 3 schools

1 work email found @efocapitalmgmt.com 1 phone found area 202 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

EFO Capital Management, Inc.

Role

Vice President - Investments & Chief Investment Officer at EFO Capital Management, Chartered Financial Analyst

Location

Washington, District of Columbia, United States

Company size

6 employees

Who is Mark Shankroff, Cfa? Overview

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Quick answer

Mark Shankroff, Cfa is listed as Vice President - Investments & Chief Investment Officer at EFO Capital Management, Chartered Financial Analyst at EFO Capital Management, Inc., a with 6 employees, based in Washington, District of Columbia, United States. AeroLeads shows a work email signal at efocapitalmgmt.com, phone signal with area code 202, and a matched LinkedIn profile for Mark Shankroff, Cfa.

Mark Shankroff, Cfa previously worked as Vice President - Investments, Chief Investment Officer at Efo Capital Management, Inc. and Vice President at Independent Fiduciary Services. Mark Shankroff, Cfa holds Mba, Finance & Account from University Of Rochester - William E. Simon Graduate School Of Business Administration.

Company email context

Email format at EFO Capital Management, Inc.

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*@efocapitalmgmt.com

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AeroLeads found 1 current-domain work email signal for Mark Shankroff, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Mark Shankroff, Cfa

I am an investment professional with more than 25 years of experience working with institutional investors, including endowments & foundations, pension & health-benefit funds, and in a single-family office. I have extensive experience in asset allocation, manager due diligence, investment policy development, and investment performance measurement, as well as portfolio management and trading.

Listed skills include Asset Allocation, Portfolio Management, Private Equity, Due Diligence, and 21 others.

Current workplace

Mark Shankroff, Cfa's current company

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

Efo Capital Management, Inc.

Vice President - Investments & Chief Investment Officer at EFO Capital Management, Chartered Financial Analyst

21 DUPONT CIRCLE, SUITE 410, WASHINGTON,District of Columbia 20036,United States

Website

efocapitalmgmt.com

Employees

6

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Company profile

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5 roles

Mark Shankroff, Cfa work experience

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

Vice President - Investments, Chief Investment Officer

Current

Efo Capital Management, Inc.

Washington D.C. Metro Area

Manage the investment portfolio of a high-net-worth family within a single-family office. Responsible for investment policy development, asset allocation and portfolio structure, manager search and due diligence, portfolio management and trading, and performance analysis for a broadly diversified investment portfolio which includes global equities, fixed income, absolute return strategies, private equity and real estate investments.

May 2008 - Present

Vice President

Independent Fiduciary Services

Washington, Dc

Provided retainer investment consulting services to 18 employee-benefit plans (across 12 plan sponsors) covering investment policy, asset allocation, portfolio structure, and investment manager evaluation and monitoring, for plans with combined assets in excess of $5 billion. Worked on several projects, including an operational evaluation of the National Provident Fund of an Asian nation, investment reviews of several US-based public pension plans, and as an "independent fiduciary" for several ERISA-conflicted transactions.

Feb 1999 - Apr 2008

Summer Intern

Ubs

Greater New York City Area

Supported the Media and Broadcast equity research analyst responsible for covering cable and satellite television providers. Monitored current market activity and news regarding a pool of 12 to 15 companies within the sector, and updated proprietary valuation models as needed.

Jun 1997 - Aug 1997

Analyst

Cambridge Associates

Arlington, Va

Coordinated the accurate and timely preparation of investment performance reports for 25 clients, with combined assets in excess of $6 billion, managing the simultaneous work of 5 to 7 associates.

Jan 1994 - Aug 1996

Research Associate

Cambridge Associates

Arlington, Va

Calculate investment performance and prepare quarterly investment performance reports for endowment and foundation investment committees of six clients with total assets in excess of $3 billion.

Oct 1992 - Dec 1993

Team & coworkers

Colleagues at EFO Capital Management, Inc.

Other employees you can reach at efocapitalmgmt.com. View company contacts for 6 employees →

MG

Maria Guadalupe Romero Colleague at Efo Capital Management, Inc.Miami Beach, Florida, United States View → SB

Shatara Babbs Colleague at Efo Capital Management, Inc.Bowie, Maryland, United States View → SB

Shatara Babbs Colleague at Efo Capital Management, Inc.Washington, District Of Columbia, United States View →

3 education records

Mark Shankroff, Cfa education

Mba, Finance & Account

University Of Rochester - William E. Simon Graduate School Of Business Administration

Bs, Finance, Economics

Penn State University

Education record

Towson High

FAQ

Frequently asked questions about Mark Shankroff, Cfa

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

What company does Mark Shankroff, Cfa work for?

Mark Shankroff, Cfa works for EFO Capital Management, Inc..

What is Mark Shankroff, Cfa's role at EFO Capital Management, Inc.?

Mark Shankroff, Cfa is listed as Vice President - Investments & Chief Investment Officer at EFO Capital Management, Chartered Financial Analyst at EFO Capital Management, Inc..

What is Mark Shankroff, Cfa's email address?

AeroLeads has found 1 work email signal at @efocapitalmgmt.com for Mark Shankroff, Cfa at EFO Capital Management, Inc..

What is Mark Shankroff, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 202 for Mark Shankroff, Cfa at EFO Capital Management, Inc..

Where is Mark Shankroff, Cfa based?

Mark Shankroff, Cfa is based in Washington, District of Columbia, United States while working with EFO Capital Management, Inc..

What companies has Mark Shankroff, Cfa worked for?

Mark Shankroff, Cfa has worked for Efo Capital Management, Inc., Independent Fiduciary Services, Ubs, and Cambridge Associates.

Who are Mark Shankroff, Cfa's colleagues at EFO Capital Management, Inc.?

Mark Shankroff, Cfa's colleagues at EFO Capital Management, Inc. include Maria Guadalupe Romero, Shatara Babbs, and Shatara Babbs.

How can I contact Mark Shankroff, Cfa?

You can use AeroLeads to view verified contact signals for Mark Shankroff, Cfa at EFO Capital Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Mark Shankroff, Cfa attend?

Mark Shankroff, Cfa holds Mba, Finance & Account from University Of Rochester - William E. Simon Graduate School Of Business Administration.

What skills is Mark Shankroff, Cfa known for?

Mark Shankroff, Cfa is listed with skills including Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Equities, Fixed Income, Alternative Investments, and Institutional Investors.

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