Mark Werner, Cfa

Mark Werner, Cfa Email and Phone Number

Portfolio Manager @ Laffer Tengler Investments
Paradise Valley, AZ, US
Mark Werner, Cfa's Location
New York City Metropolitan Area, United States
Mark Werner, Cfa's Contact Details

Mark Werner, Cfa work email

Mark Werner, Cfa personal email

n/a
About Mark Werner, Cfa

Finance professional with 20+ years of experience in asset and wealth management across Portfolio Management, Research, Product Strategy, Client Service and Marketing. Entrepreneurial experience both building and managing investment businesses/processes, developing capital market assumptions and asset allocation strategies, managing portfolios for institutional and private clients, and conducting fundamental research across global capital markets.

Mark Werner, Cfa's Current Company Details
Laffer Tengler Investments

Laffer Tengler Investments

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Portfolio Manager
Paradise Valley, AZ, US
Mark Werner, Cfa Work Experience Details
  • Laffer Tengler Investments
    Portfolio Manager
    Laffer Tengler Investments
    Paradise Valley, Az, Us
    View
  • Defined Purpose Capital Llc
    Principal, Financial Advisor / Portfolio Manager
    Defined Purpose Capital Llc May 2024 - Present
    View
  • Alger
    Vice President, Analyst
    Alger Dec 2018 - Jan 2024
    New York, New York
    View
  • Merrill Lynch
    Vice President
    Merrill Lynch May 2017 - Dec 2018
    Walnut Creek, California
    View
  • Ashfield Capital Partners, Llc
    Portfolio Manager
    Ashfield Capital Partners, Llc Feb 2017 - May 2017
    San Francisco Bay Area
    View
  • Ashfield Capital Partners, Llc
    Senior Investment Analyst / Product Specialist
    Ashfield Capital Partners, Llc Sep 2010 - Feb 2017
    San Francisco
    View
  • Axa Rosenberg Investment Management Llc
    Assistant Portfolio Manager
    Axa Rosenberg Investment Management Llc Mar 2010 - Sep 2010
    View
  • Axa Rosenberg Investment Management Llc
    Marketing Communications Manager
    Axa Rosenberg Investment Management Llc Aug 2006 - Mar 2010
    View
  • Rcm Capital Management Llc
    Business Development Associate/Consultant Information Specialist
    Rcm Capital Management Llc Dec 2003 - Jul 2006
    View

Mark Werner, Cfa Education Details

Frequently Asked Questions about Mark Werner, Cfa

What company does Mark Werner, Cfa work for?

Mark Werner, Cfa works for Laffer Tengler Investments

What is Mark Werner, Cfa's role at the current company?

Mark Werner, Cfa's current role is Portfolio Manager.

What is Mark Werner, Cfa's email address?

Mark Werner, Cfa's email address is mw****@****eld.com

What is Mark Werner, Cfa's direct phone number?

Mark Werner, Cfa's direct phone number is +141539*****

What schools did Mark Werner, Cfa attend?

Mark Werner, Cfa attended St. Mary's College Of California, Arizona State University, W. P. Carey School Of Business.

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