Portfolio Director
Current
May 2022 - Present
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Mark Stephens Email & Phone Number
Portfolio Director at Brooks Macdonald
at
Brooks Macdonald
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Director at Brooks Macdonald
Location
London, England, United Kingdom
Company size
Who is Mark Stephens? Overview
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Quick answer
Mark Stephens is listed as Portfolio Director at Brooks Macdonald at Brooks Macdonald, a company with 314 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark Stephens.
Mark Stephens previously worked as Portfolio Director at Brooks Macdonald and Investment Manager at Cartlidge Morland. Mark Stephens holds Ba Hons Accounting & Finance, Accounting And Finance, 2:1 from University Of East London.
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Brooks Macdonald
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Profile bio
About Mark Stephens
Mark Stephens is a Portfolio Director at Brooks Macdonald at Brooks Macdonald.
Current workplace
Mark Stephens's current company
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Brooks Macdonald
6 roles
Mark Stephens work experience
A career timeline built from the work history available for this profile.
Investment Manager
May 2020 - May 2022
Investment Manager
Mar 2019 - May 2020
Private Client Portfolio Manager / Head Of Investment Proposition
I am responsible for the management of five risk rated model portfolios in terms of fund selection and asset allocation. I regularly meet with Fund Managers/Investment Houses for fund updates. I chair the quarterly Investment Committee meeting and give updates on portfolio position and performance update. I am responsible for buying and selling funds.
Jan 2014 - May 2020
Private Client Portfolio Manager/Head Of Investment Proposition
Nov 2011 - May 2020
Research/Investment Analyst
At Howe Maxted, we run a Wealth Management Service alongside Financial Advisory to our clients. Within the Wealth Management we run five risk rated model portfolio ranging from Cautious to Speculative.Working alongside Client Portfolio Manager, I am responsible for quantitative and qualitative fund research and carrying out due diligence on new fund. In.
Nov 2011 - Dec 2013
Team & coworkers
Colleagues at Brooks Macdonald
Other employees you can reach at brooksmacdonald.com. View company contacts for 314 employees →
MD
Macha Django
Colleague at Brooks MacdonaldSt.-Raphaël, Provence-Alpes-Côte d'Azur, France, France
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SL
Steve Leung
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
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HO
Harry O'Connor, Cfa
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
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EK
Eren Kuzubasoglu
Colleague at Brooks MacdonaldLondon, England, United Kingdom, United Kingdom
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MT
Matthias Turner
Colleague at Brooks MacdonaldGreater Blackburn With Darwen Area, United Kingdom
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BC
Billy Coleman
Colleague at Brooks MacdonaldGreater Ipswich Area, United Kingdom
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JS
James Surcouf
Colleague at Brooks MacdonaldJersey, Jersey
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RM
Ryan Mitchell
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
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CD
Connor Douglas
Colleague at Brooks MacdonaldBillericay, England, United Kingdom, United Kingdom
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HW
Henrietta Walker
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
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Macha Django
Colleague at Brooks MacdonaldSt.-Raphaël, Provence-Alpes-Côte d'Azur, France, France
View →
SL
Steve Leung
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
View →
HO
Harry O'Connor, Cfa
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
View →
EK
Eren Kuzubasoglu
Colleague at Brooks MacdonaldLondon, England, United Kingdom, United Kingdom
View →
MT
Matthias Turner
Colleague at Brooks MacdonaldGreater Blackburn With Darwen Area, United Kingdom
View →
BC
Billy Coleman
Colleague at Brooks MacdonaldGreater Ipswich Area, United Kingdom
View →
JS
James Surcouf
Colleague at Brooks MacdonaldJersey, Jersey
View →
RM
Ryan Mitchell
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
View →
CD
Connor Douglas
Colleague at Brooks MacdonaldBillericay, England, United Kingdom, United Kingdom
View →
HW
Henrietta Walker
Colleague at Brooks MacdonaldUnited Kingdom, United Kingdom
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1 education record
Mark Stephens education
FAQ
Frequently asked questions about Mark Stephens
Quick answers generated from the profile data available on this page.
What company does Mark Stephens work for?
Mark Stephens works for Brooks Macdonald.
What is Mark Stephens's role at Brooks Macdonald?
Mark Stephens is listed as Portfolio Director at Brooks Macdonald at Brooks Macdonald.
Where is Mark Stephens based?
Mark Stephens is based in London, England, United Kingdom while working with Brooks Macdonald.
What companies has Mark Stephens worked for?
Mark Stephens has worked for Brooks Macdonald, Cartlidge Morland, and Howe Maxted Group Ltd.
Who are Mark Stephens's colleagues at Brooks Macdonald?
Mark Stephens's colleagues at Brooks Macdonald include Macha Django, Steve Leung, Harry O'Connor, Cfa, Eren Kuzubasoglu, and Matthias Turner.
How can I contact Mark Stephens?
You can use AeroLeads to view verified contact signals for Mark Stephens at Brooks Macdonald, including work email, phone, and LinkedIn data when available.
What schools did Mark Stephens attend?
Mark Stephens holds Ba Hons Accounting & Finance, Accounting And Finance, 2:1 from University Of East London.
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