Mark Werner, Cfa
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Mark Werner, Cfa Email & Phone Number

Senior Portfolio Manager at Mechanics Bank
Location: New York City Metropolitan Area, United States 10 work roles 2 schools
1 work email found @alger.com 3 phones found area 415 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email m****@alger.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mechanics Bank
Role
Senior Portfolio Manager
Location
New York City Metropolitan Area, United States
Company size
1557 employees

Who is Mark Werner, Cfa? Overview

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Quick answer

Mark Werner, Cfa is listed as Senior Portfolio Manager at Mechanics Bank, a with 1557 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at alger.com, phone signal with area code 415, and a matched LinkedIn profile for Mark Werner, Cfa.

Mark Werner, Cfa previously worked as Portfolio Manager at Laffer Tengler Investments and Principal, Financial Advisor / Portfolio Manager at Defined Purpose Capital Llc. Mark Werner, Cfa holds M.S., Financial Analysis And Investment Management from St. Mary'S College Of California.

Company email context

Email format at Mechanics Bank

This section adds company-level context without repeating Mark Werner, Cfa's masked contact details.

*@alger.com
68% confidence

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

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Profile bio

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.

Current workplace

Mark Werner, Cfa's current company

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

Mechanics Bank
Mechanics Bank
Senior Portfolio Manager
California, United States
Website
mechanicsbank.com
Employees
1557
AeroLeads page
Company profile
View company profile Email format
10 roles

Mark Werner, Cfa work experience

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

Vice President, Analyst

Alger

New York, New York

Dec 2018 - Jan 2024

Vice President

Merrill Lynch

Walnut Creek, California

May 2017 - Dec 2018
Team & coworkers

Colleagues at Mechanics Bank

Other employees you can reach at mechanicsbank.com. View company contacts for 1557 employees →

CG Catalina Gonsalves Catalina Gonsalves Colleague at Mechanics BankFairfield, California, United States View → AH Aaron Hung Aaron Hung Colleague at Mechanics BankIrvine, California, United States View → AA Anthony Almazan Anthony Almazan Colleague at Mechanics BankAnaheim, California, United States View → JL Ji Liu Ji Liu Colleague at Mechanics BankIrvine, California, United States View → MP Melissa Phelps Melissa Phelps Colleague at Mechanics BankPlacentia, California, United States View → NJ Nicki Jane Nicki Jane Colleague at Mechanics BankDayton, Ohio, United States View → MG Malia Greer Malia Greer Colleague at Mechanics BankWalnut Creek, California, United States View → GR Gilbert Rosana Gilbert Rosana Colleague at Mechanics BankBeverly Hills, California, United States View → BS Briana Santos Briana Santos Colleague at Mechanics BankTracy, California, United States View → JO John Olson John Olson Colleague at Mechanics BankWalnut Creek, California, United States View →
2 education records

Mark Werner, Cfa education

M.S., Financial Analysis And Investment Management

St. Mary'S College Of California

Coursework included Accounting, Economics, Quantitative Methods in Financial Analysis, Corporate Finance, Financial Statement Analysis.

FAQ

Frequently asked questions about Mark Werner, Cfa

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

What company does Mark Werner, Cfa work for?

Mark Werner, Cfa works for Mechanics Bank.

What is Mark Werner, Cfa's role at Mechanics Bank?

Mark Werner, Cfa is listed as Senior Portfolio Manager at Mechanics Bank.

What is Mark Werner, Cfa's email address?

AeroLeads has found 1 work email signal at @alger.com for Mark Werner, Cfa at Mechanics Bank.

What is Mark Werner, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 415 for Mark Werner, Cfa at Mechanics Bank.

Where is Mark Werner, Cfa based?

Mark Werner, Cfa is based in New York City Metropolitan Area, United States while working with Mechanics Bank.

What companies has Mark Werner, Cfa worked for?

Mark Werner, Cfa has worked for Mechanics Bank, Laffer Tengler Investments, Defined Purpose Capital Llc, Alger, and Merrill Lynch.

Who are Mark Werner, Cfa's colleagues at Mechanics Bank?

Mark Werner, Cfa's colleagues at Mechanics Bank include Catalina Gonsalves, Aaron Hung, Anthony Almazan, Ji Liu, and Melissa Phelps.

How can I contact Mark Werner, Cfa?

You can use AeroLeads to view verified contact signals for Mark Werner, Cfa at Mechanics Bank, including work email, phone, and LinkedIn data when available.

What schools did Mark Werner, Cfa attend?

Mark Werner, Cfa holds M.S., Financial Analysis And Investment Management from St. Mary'S College Of California.

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